Insights
What makes you financially unique?
15th November 2024This is the second of two Insights on the many ways that each of us is unique – and why your understanding of this is key to planning your money.
How many ways are you unique?
15th November 2024
How many ways are you unique?
15th November 2024When we recognise we’re unique, we stop wasting time looking for ready-made financial plans – from bloggers, influencers or the money pages of the Press. Instead, we focus on designing what we need – a plan for our unique circumstances and financial life goals. We are unique in many ways, as we’ll see, but we…
Should you pay for financial advice?
11th November 2024
Should you pay for financial advice?
11th November 2024If you’re considering working with a financial coach, planner, or adviser and are concerned about the potential cost, this Insight is for you. This is a 10 to 20-minute read, depending on your speed. Yes, it’s quite a long read, but we believe everyone needs to understand the (various) answers to this question. After all,…
How to choose the right boxes for your money.
1st November 2024
How to choose the right boxes for your money.
1st November 2024A 5 to 10-minute read – depending on your speed. This is the second of four Insights on how to choose the right boxes for your money. In this series, we’ll equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And we believe this…
Four more ways to choose good boxes for your money.
1st November 2024
Four more ways to choose good boxes for your money.
1st November 2024A 6 to 12-minute read – depending on your speed This is the last of four Insights on how to choose the right boxes for your money. Here, we’ll complete our eight-point FILTRATE checklist – and so, equip you to assess any financial product (or strategy) that anyone could ever put to you.
Thinking about choosing boxes for your money?
1st November 2024
Thinking about choosing boxes for your money?
1st November 2024A 10 to 20-minute read – depending on your speed This is the first of four Insights on how to choose the right boxes for your money. In this series, we’ll equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And this checklist will…
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