Insights
How to build an awesome financial plan.
8th March 2025
How to build an awesome financial plan.
8th March 2025A 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…
What’s the point of financial planning?
8th March 2025
What’s the point of financial planning?
8th March 2025This is the second of three Insights in which we reveal the biggest secret in personal finance – how to design a great financial plan.
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…
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…
Thinking about choosing boxes for your money?
22nd February 2025
Thinking about choosing boxes for your money?
22nd February 2025A 10 to 20-minute read – depending on your speed This is the first 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 this checklist will…
Four ways to choose good boxes for your money
22nd February 2025
Four ways to choose good boxes for your money
22nd February 2025A 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…
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