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Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

4th May 2024 FILTRATE Checklist. Points 5 to 8. Paul Claireaux

Four more ways to choose good boxes for your money.

Exploring the second half of the FILTRATE checklist

4th May 2024

A 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.

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

3rd May 2024 When the tide goes out. Warren Buffett. Paul Claireaux

How much Investment risk is right for you?

Part one (of three): Sorting out the basics.

3rd May 2024

A 5 to 10-minute read, depending on your speed. This is the first of three Insights to help you consider how much investment risk might be right for you – on each of your financial life goals. These Insights are written to help all investors (novice, recent and experienced) because we all need to ensure…

Should you pay for financial advice?

And if so, what's a reasonable price?

27th April 2024 Lost in front of map. Paul Claireaux

Should you pay for financial advice?

And if so, what's a reasonable price?

27th April 2024

If you’re considering working with a financial coach, planner, or adviser and are concerned about the potential cost, this Insight is for you. This is a 10 to 20-minute read, depending on your speed. Yes, it’s quite a long read, but we believe everyone needs to understand the (various) answers to this question. After all,…

Five (more) reasons we don’t talk about money

and how to overcome these blocks.

23rd April 2024 Lone Elephant. Paul Claireaux

Five (more) reasons we don’t talk about money

and how to overcome these blocks.

23rd April 2024

This (10 to 20-minute read) is the second of two Insights for anyone who struggles to talk about (and deal with) personal money matters. And, that’s most of us at times! Here, we’ll explore another five (of ten) reasons we might find it hard to talk about money, whether with close friends, family or a…

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…

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?

Learn this incredible financial magic

and turn £2,400 into £20,000 without silly investment risks

12th October 2020 £2400 into £20000

Learn this incredible financial magic

and turn £2,400 into £20,000 without silly investment risks

12th October 2020

If you’d like to learn some real financial magic – this is it. It might even be one of the most magical money ideas you’ll ever see – and it doesn’t involve taking any silly investment risks. This is an idea that any good, qualified and regulated financial planner will confirm as valid. Just ask…

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