Insights

Change three words to transform your life

Change three words you use each day

During these extraordinary times, it’s easy to feel pressured (by others or ourselves) to do more of those things that we think we ‘should’ be doing. But that way of thinking doesn’t really help us to ‘achieve more’ at the best of times and it certainly won’t help now. So, let’s explore a different (and…

Do you need to set goals?

Goals do you need them

Do you need to set goals?

Whether it’s on New Year’s eve – or any other day of the year – not everyone likes to set goals. Here’s a balanced look at the pros and cons of having goals.

How much risk is right for you?

Four Factors to decide on risk

How much risk is right for you?

Whether you’re an existing investor or just starting out and you’re confused by all the ‘mumbo jumbo’ jargon of investing, don’t worry … …most people, including some advisers are confused about it too – and for good reason, as you’ll find out below!

A story about a banker and his standard deviations

No golden rules, Shaw

A story about a banker and his standard deviations

If you’ve not yet heard this true story of the Investment Banker and his standard deviations, read on. This ludicrous but funny story might just help you remember one thing about investment risk – and it’s this. The model that the ‘experts’ use is wrong!

12 reasons to offer Financial Education

12 reasons for financial education

12 reasons to offer Financial Education

If you offer financial services (FS) (financial planning/advice, products or both) or you provide: Marketing Website Design Videography or Speaker training services to this sector, then this Insight is for you Creating (or helping others to create) a financial education programme – offers enormous (proven) potential for your business. And you’ll be helping to make…

Seven ways to achieve more

7 ways to achieve more

Seven ways to achieve more

I guess most of us would ‘like’ to achieve more of our biggest life goals… but the truth is that most goals are never achieved – and most New Year’s resolutions fail 🙁 So, let’s look at why that might be – and explore some ideas for helping you achieve more of yours.