Insights
Why is financial planning a secret?
8th March 2025
Why is financial planning a secret?
8th March 2025This 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…
Why would you want to get in the Flow?
5th March 2025
Why would you want to get in the Flow?
5th March 2025If you’re striving to achieve more of the things that matter to you, this Insight on getting into the ‘Flow’ will help. This is a 5 to 10-minute read, depending on your speed.
What makes you financially unique?
4th March 2025
What makes you financially unique?
4th March 2025This 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?
4th March 2025
How many ways are you unique?
4th March 2025When 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.
1st March 2025
Why financial planning is not common sense.
1st March 2025A 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 to choose the right boxes for your money.
22nd February 2025
How to choose the right boxes for your money.
22nd February 2025A 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…
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