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 116 – Behavioural Finance with Greg Davies
Episode 116 - Behavioural Finance with Greg Davies In today’s show, we have another fascinating conversation with Greg Davies, as he comes back to chat with us for a third time! Greg dives into the [...]
Episode 115 – 10 Tips To Master Moderate Success
In this episode the guys take a playful dive into what moderate success could look like for you. Chris shares ten practical tips for balancing ambition and wellbeing. With a dash of humour, but lots of actionable insights, this episode will help you define your personal version of success and build a life of financial and personal wellbeing. Ready to redefine success? Tune in now!
Episode 114 – Preparing Your Finances for Parenthood with Katie Dow
In this special episode, Producer Tommo makes his interviewer debut as he sits down with Katie Dow, a holistic wealth manager from Aspen Capital Management. Katie shares her insights on preparing finances for parenthood, exploring the most common financial stresses young families face and how to address them with proactive planning. Tune in for thoughtful guidance on easing financial worries before the little one arrives - and of course some top #tightasstommo money saving tips!
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