Insights
What makes you financially unique?
15th November 2024
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 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.
Four ways to choose good boxes for your money
1st November 2024
Four ways to choose good boxes for your money
1st November 2024A 10 to 20-minute read – depending on your speed This is the third of four Insights on how to choose the right boxes for your money. Our aim in this series is to equip you with an eight-point checklist for assessing any financial product (or strategy) that anyone could ever put to you. And…
How to build an awesome financial plan.
30th October 2024
How to build an awesome financial plan.
30th October 2024A 10 to 20-minute read, depending on your speed. The shocking thing is that almost no one knows how to design a financial life plan. Yet, there’s a widely agreed-upon (and life-changing) approach to this challenge that can help you regardless of where you live, your age, or your level of wealth. So, in this…
Why is financial planning a secret?
19th October 2024
Why is financial planning a secret?
19th October 2024This is the first of three Insights in which we’ll reveal the biggest secret in personal finance – how to design a great financial plan. Later in this series, we’ll outline the (widely agreed) financial planning process in seven (A.W.E.S.O.M.E.) steps that you can use regardless of your age, income, wealth or wherever you live…
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