Financial Wellbeing can be broken down into five elements:
INSTITUTE FOR FINANCIAL WELLBEING
If you’re here, you must be curious about financial wellbeing, what it is and how it can positively impact the way you work with your clients for mutual benefit.
If you want to learn how to implement the tenets of financial wellbeing into your day-to-day business interactions and engage with a community of finance professionals who share your interest in this important and emerging topic, please come and join us at the Institute for Financial Wellbeing. You’ll discover a wealth of expertly curated resources, member events and ongoing debates all devoted to increasing the understanding and adoption of financial wellbeing practices.
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Click here to find out more on the Institute for Financial Wellbeing website
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LATEST PODCASTS
Episode 119 – 7 Tips on Investing for Wellbeing
Episode 119 - 7 Tips on Investing for Wellbeing It’s taken us a while to get here, but we’re finally tackling that ever-mysterious (and often misunderstood) topic: investment management. But don’t worry—this isn’t a crash [...]
Episode 118 – Kindness with Dennis Harhalakis
Episode 118 - Kindness with Dennis Harhalakis Money isn't just about numbers - it's about emotions, habits, and the way we treat ourselves and others. In this episode the guys welcome Dennis Harhalakis, an experienced [...]
Episode 117 – The End of History Illusion
In this episode we’re diving into a fascinating psychological concept that influences the way we make decisions — The End of History Illusion. The guys explore how our personality, values, and needs continue to change throughout our lives—and why we often underestimate these changes. They’ll also discuss the effect this illusion has on our financial decisions, from planning for retirement to making career choices, and share practical ways to connect with your future self. Oh, and don’t miss Tight-Ass Tommo’s latest round of quirky money-saving tips — they’re as entertaining as they are thrifty!
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