Insights

Should you pay for financial advice?

Lost in front of map. Paul Claireaux

Should you pay for financial advice?

If 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,…

Can you solve the same birthday riddle?

School children. Hands up. Paul Claireaux

Can you solve the same birthday riddle?

A 5 to 10-minute read – depending on your speed. In our Insight on why financial planning is not common sense, we asked you to guess the answer to this same-birthday riddle. And if you’ve not yet read that Insight, start there.

How many ways are you unique?

How many ways are you unique. Clean. Paul Claireaux

How many ways are you unique?

When 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…

Why financial planning is not common sense.

Common Sense. Clear Simple and Wrong. Mencken.

Why financial planning is not common sense.

A 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…

What makes you financially unique?

What makes you unique. Penguins. Paul Claireaux

What makes you financially unique?

This 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 do YOU split the bar bill?

Beer Bar Bill and Laughs. Paul Claireaux

How do YOU split the bar bill?

In this classic funny story, we learn the limits of (so-called) progressive tax systems.

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