Loading...
Home 2022-12-13T10:52:42+01:00

Financial Wellbeing can be broken down into five elements:

A CLEAR PATH TO ACHIEVE OBJECTIVES

CONTROL OF DAILY FINANCES

THE ABILITY TO COPE WITH FINANCIAL SHOCK

Could You Cope with a Financial Shock?

Listen to the podcast (Episode 14: Busting Myths)

FINANCIAL OPTIONS IN LIFE

SECURITY FOR THOSE WE LEAVE BEHIND

INSTITUTE FOR FINANCIAL WELLBEING

If you’re here, you must be curious about financial wellbeing, what it is and how it can positively impact the way you work with your clients for mutual benefit. 

If you want to learn how to implement the tenets of financial wellbeing into your day-to-day business interactions and engage with a community of finance professionals who share your interest in this important and emerging topic, please come and join us at the Institute for Financial Wellbeing. You’ll discover a wealth of expertly curated resources, member events and ongoing debates all devoted to increasing the understanding and adoption of financial wellbeing practices.

Click here to find out more on the Institute for Financial Wellbeing website

LATEST PODCASTS

Episode 111 – Living the Long Life: Blue Zones and Financial Wellbeing

July 26th, 2024|0 Comments

Diving into the intriguing secrets of life longevity in global Blue Zones - regions identified by National Geographic journalist Dan Buettner where people have extended lifespans. We'll discuss the lifestyles and habits that contribute to their extended lifespans and how these insights can enhance our relationship with money for financial wellbeing. Curious about global longevity hotspots or seeking financial wisdom, this episode will inspire positive change!

Episode 110 – The Financial Wellbeing Pulse with Chris Budd

June 28th, 2024|Comments Off on Episode 110 – The Financial Wellbeing Pulse with Chris Budd

Taking a slightly difference approach in this episode, we sit down with Chris Budd to delve into the exciting launch of The Financial Wellbeing Pulse, a groundbreaking tool designed to help individuals measure their relationship with money. Chris shares insights into how the tool was developed, its key features, and the impact it can have on improving financial wellbeing. Whether you're looking to gain better control over your finances or simply curious about innovative financial tools, tune in to discover how The Financial Wellbeing Pulse can make a difference in your life.

  • Profile picture of guest interview Emma Beeston talking about reclaiming philanthropy on The Financial Wellbeing Podcast

Episode 109 – Reclaiming Philanthropy with Emma Beeston

May 24th, 2024|Comments Off on Episode 109 – Reclaiming Philanthropy with Emma Beeston

Join us for a candid discussion around philanthropy with Emma Beeston. We dissect the reclaiming of philanthropy as a social duty, no matter the size of the contribution. Whether your a seasoned giver or just starting the conversation, this episode offers practical advice and a fresh perspective on the power of giving for you wellbeing.

SPECIAL DELIVERY…

Leave us your details to get the latest insights resources and podcasts from Ovation Finance, the home of Financial Wellbeing – directly to your inbox.
This includes Financial Wellbeing and Financial planning resources and information.

NAME
EMAIL