Insights
Should you pay for financial advice?
19th December 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,…
Thinking about choosing boxes for your money?
10th December 2024
Thinking about choosing boxes for your money?
10th December 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…
Who might be happy after a stock market crash?
30th November 2024
Who might be happy after a stock market crash?
30th November 2024A 10 to 15-minute read – depending on your speed. By the end of this Insight (for investors of all ages), you’ll understand more than most people about this critically important paradox of investing. In short, you’ll know why stock market crashes can (simultaneously) be good news for some people and miserable for others! We…
How much Investment risk is right for you?
30th November 2024
How much Investment risk is right for you?
30th November 2024A 5 to 10-minute read, depending on your speed. This is the first of three Insights to help you consider how much investment risk might be right for you – on each of your financial life goals. These Insights are written to help all investors (novice, recent and experienced) because we all need to ensure…
Why financial planning is not common sense.
28th November 2024
Why financial planning is not common sense.
28th November 2024A 10 to 20-minute read – depending on your speed. Most of us look for common-sense answers to various questions in life. In this Insight, we’ll explore why that is often a bad idea, particularly when it comes to money. Of course, common-sense answers to simple questions can be helpful. But with complex questions (like…
How many ways are you unique?
21st November 2024
How many ways are you unique?
21st 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…
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