Articles

By: Carrie Bendall

Business Development Consultant

Here are links to the resources provided by Jason Butler, The Wealthman in his POWER Webinar on Financial Wellbeing in the Workplace.

By: Natalie Holt

Content editor

Nucleus Financial Group

It’s at times like this, in Coronavirus Age, when financial wellbeing and resilience become increasingly important. This is Natalie Holt in conversation with Hayley Tink, Smith & Pinching.

By: Chris Budd

Chairman

Ovation Finance & The Eternal Business Consultancy

We are in unprecedented times. Your clients want to hear from you more than ever and not necessarily about their investments.

By: Ruth Sturkey

Client Director – London

Paradigm Norton

I confess, when I started to write this article, I wondered whether ‘financial wellbeing’ was just some new buzz phrase or a phrase worth using.

By: Carrie Bendall

Business Development Consultant

Learnings from over a decade of working with Financial Planners and talking to their clients. Some thoughts for coaching clients and deeper client conversations.

By: Julie Lord

Chief Executive

Magenta Financial Planning

The term ‘Financial Wellbeing’ is very subjective and can be defined differently by each person who uses it. The new Initiative of Financial Wellbeing has defined it as “the study and application of how money can make us happy” and I support that, but ‘well-being’ is derived from other things too.