Wellbeing articles

The meaning of financial wellbeing 
The term ‘financial wellbeing’ is very subjective. It can mean being physically and mentally well, having purpose in your life and having good social relationships. What does this mean for client conversations? Advisers who only concentrate on money, miss significant opportunities to engage clients and be their trusted adviser.

Using principles of financial wellbeing to interact with clients
Your clients want to hear from you more than ever and not necessarily about their investments. How can we use the principles of financial wellbeing to guide how financial advisers interact with clients? Discover five principles now.

A new entry into the financial lexicon of financial wellbeing 
Exploring why the role financial planners has in enabling clients’ financial wellbeing has significant positive knock-on effects into many areas of their general wellbeing. Imagine the impact this might have on society as a whole?