Ever read a financial article, report or statement and felt like it was written in secret code? You’re not alone.
We've created a series of videos and a comprehensive workbook to help you navigate the world of finance so you can manage your assets knowledgeably and confidently.
We asked hundreds of people what they thought it takes to feel financially confident. We discovered it’s not really about knowing all the technical stuff, like the finer details of markets, assets and trading. That’s ‘financial literacy’, not financial confidence.
The feel-good factor of financial confidence comes from knowing ‘enough’ – enough about your financial situation and goals; enough about the experts and professional advisors to approach; and enough to know which questions to ask them.
We've created a simple way to measure your financial confidence, identify your strengths, and show what actions you can take right now to achieve your goals.
Awareness
Start with a quick look at your personal map. What are your goals? And which routes might get you there safely?
Expertise
The best explorers know how to use their compass effectively. Do you know how to make your money work best for you?
Trust
We all need advice and guidance at times. Who can you trust to give you direction with your finances? We all need advice and guidance at times. Who can you trust to give you direction with your finances?
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Taking control of your finances
Discussing finance in partnerships
Taking the first steps in investing
Divorce and widowhood
How to have more impact
Children and money
Our research shows almost 60% of women do not engage in the most important aspects of financial well-being: investing, insurance, retirement and long-term planning.
With our proven Wealth Way three step consulting approach we help you create a financial plan to achieve your life goals. We’ll jointly determine three strategies – liquidity, longevity, and legacy – and tailor them to your short- and long-term goals in life.
