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Articles by Paul Claireaux

What’s the cost of a go-to financial education library?

And how could you significantly reduce those costs?

10th March 2024 How hard can it be. Paul Claireaux

What’s the cost of a go-to financial education library?

And how could you significantly reduce those costs?

10th March 2024

This is the second of several insights on the potential benefits and costs/risks of putting financial education at the heart of your business. This series is for you if: You lead (or influence) a business offering financial planning, advice, coaching, products, or fund management. You want your firm to become (or hold its position as)…

Could a focus on financial education make you happier and more motivated for work?

And how could it make your clients and their families happier too?

11th January 2024 To lift yourself up. Booker T. Paul Claireaux

Could a focus on financial education make you happier and more motivated for work?

And how could it make your clients and their families happier too?

11th January 2024

A 10 to 20-minute read, depending on your speed. This is the first of several Insights on the benefits of putting financial education at the heart of your business. This series is for anyone leading (or influencing) a business offering financial planning, advice, coaching, products, or fund management. If that’s you, you’re in the right…

The two most important factors to consider when investing

that you must never forget.

10th January 2024 Two most important factors for investing. Paul Claireaux

The two most important factors to consider when investing

that you must never forget.

10th January 2024

(a 7 to 10-minute read, depending on your speed) In this final (of three) Insights, you’ll learn the two most important factors to consider – when trying to decide what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced)…

The first two factors to consider when investing.

that you must never forget.

10th January 2024 The first two factors to consider when investing. Paul Claireaux

The first two factors to consider when investing.

that you must never forget.

10th January 2024

A 5 to 10-minute read, depending on your speed In this second (of three) Insights, you’ll learn about the first two of four factors to consider when deciding what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced) investors…

Can you solve the same birthday riddle?

and how could that help you in life?

6th January 2024 School children. Hands up. Paul Claireaux

Can you solve the same birthday riddle?

and how could that help you in life?

6th January 2024

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.

10 money monsters, and how to tackle them

starting with one that stops you tackling the rest

4th November 2020 10 money monsters

10 money monsters, and how to tackle them

starting with one that stops you tackling the rest

4th November 2020

Do you ever get the feeling that your money is a monster – and one that’s best avoided? Don’t worry; you’re not alone, and this NEW series of Insights will help you take more control of your money, rather than have it control you!

How to be less busy

and achieve more of what *really* matters to you

12th October 2020

How to be less busy

and achieve more of what *really* matters to you

12th October 2020

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?

CAPE of good hope

A powerful tool for investors to value markets

12th October 2020 Cape of good hope

CAPE of good hope

A powerful tool for investors to value markets

12th October 2020

Yes, that picture is of the Cape – of good hope, just outside Cape Town in South Africa. I was lucky enough to get down there in 2016 to visit my son who was completing his medical studies in Cape Town Hospital.  If you get the chance, do visit Cape Town at some point; the…

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