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Initiative for Financial Wellbeing

Financial wellbeing is the study and application of how money can make us happy. That’s it. Pure and simple.

Our purpose is to help financial planners, advisers and coaches improve their client’s financial wellbeing by helping them become happier not just wealthier.

In time, this purpose may be widened to speak to people beyond the world of financial advice. However, the world of the regulated financial advisory firm and non-regulated financial coaches is our starting point.