Insights

What’s your motivation?

Achieve more of what matters to you

What’s your motivation?

If you google motivation, you’ll see that there are more than one thousand million results listed. So, let’s save you from having to read all of those posts and summarise the issues that matter, right here! 😉

Does your adviser really understand risk?

Mencken. Clear, Simple & Wrong. Paul Claireaux

Does your adviser really understand risk?

Benoit Mandelbrot had a beautiful mind for risk. A Polish-born, French and American mathematician – he was the guy who discovered the idea of “self-similarity” in nature. You may have heard the term ‘Fractal’ which he coined to describe the beautiful and ‘apparently complex’ shapes in nature. This extraordinary simple concept explains how snowflakes are…

How to be less busy

Busy Bees

How to be less busy

Who wants to be – a less busy bee? Lots of us do, so let’s explore how to achieve more of what matters to us – without getting frazzled on the way?

12 reasons to offer Financial Education

12 reasons for financial education

12 reasons to offer Financial Education

Creating (or helping others to create) an engaging financial education programme delivers enormous value to any financial services business. It’s a great way to contribute to making the world a better place too. If you offer financial advice or products or both or you provide Marketing, Website Design, Videography or Speaker training services to this…

Two Nobel prize winners

Two Nobel Prize Winners. Paul Claireaux

Two Nobel prize winners

Some wealth managers promote their investment service as being robust because it’s based on the ideas of a Nobel Prize-winning economist. The trouble is, they don’t tell you about the other Nobel Prize winner of the same year, who had very different ‘herding’ ideas about what drives prices in stock markets. In this Insight, I…

10 ways YOU are different to everyone else

because you're unique

10 ways YOU are different to everyone else

In this Insight, you’ll explore how you’re different to everyone else, and why that’s so important for your financial planning