WHAT IS FINANCIAL WELLBEING?

Financial wellbeing can be broken down into five elements:

A CLEAR PATH TO ACHIEVE OBJECTIVES

Answering that crucial question: How much is enough?

CONTROL OF DAILY FINANCES

Spending money on things that make you happy – including bringing the future closer.

THE ABILITY TO COPE WITH FINANCIAL SHOCK

Identify risks, put a number on them, and so reduce uncertainty

FINANCIAL OPTIONS IN LIFE

Wellbeing comes from being content with what you have. But first you need to know what you want…

SECURITY FOR THOSE WE LEAVE BEHIND

Preparing for the worst and hoping for the best.

THE BOOK

Ignore the advice you find in books.

That’s not to say you won’t find good advice in a book, but how do you know which advice is right for you?

The Financial Wellbeing Book is full of advice with a twist. To structure your finances in a way that suits you, you need to understand what you want from your future — and that’s a lot harder than you might think.

Buy your copy

THE CHARITY

Penny Brohn helps people focus on each area of their lives, and make small but significant changes to bring them into balance. Building resilience in this way supports our immune systems and the body’s natural capacity to protect against cancer.

The author is donating his proceeds from this book to Penny Brohn UK.

Penny Brohn UK

THE AUTHOR

Chris Budd lives in Somerset with his wife and two children. He plays guitar and gigs regularly, reads lots of books and graphic novels, and spends far too little time watching cricket. In between this, he runs Ovation Finance Ltd, the financial planning business he started in 2000.

Chris is also the author of A Bridge of Straw. which is available to buy at Amazon

Ignore the advice you find in books.

That’s not to say you won’t find good advice in a book, but how do you know which advice is right for you?

BLOG

Thoughts, insights, articles and FAQs in our Blog section.

Episode 6: Jeff Prestridge on Financial Wellbeing

September 9th, 2016|0 Comments

In this episode, Chris and David are joined by The Mail on Sunday Personal Finance Editor Jeff Prestridge. Jeff is something of a legend in the field of personal finance, and he shares...

Episode 5: Disposable Income

July 18th, 2016|0 Comments

In this episode, David and Chris talk about the various ways you can choose to spend your disposable income. From philanthropy to mortgages, you are invited to consider how to utilise your money to gain Wellbeing.

Bigger Picture For Financial Planning: Jeff Prestridge On The Financial Wellbeing Book

July 11th, 2016|1 Comment

This article was written by Jeff Prestridge, the Personal Finance Editor of The Mail On Sunday. It was originally published on The Financial Times Adviser website here, entitled 'Bigger picture for financial planning'. Sometimes, consumer personal finance journalism lets the public down. Not always (as I hear some of you say), just occasionally. Mea culpa and all that.

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