October 22, 2022

Guide: Financial wellbeing: 6 ways to help you make better financial decisions

Author

Michelle Boakes
Chartered Financial Planner

Michelle started working in  financial services in 2008, before becoming a Mortgage Advisor in 2011 and qualifying as a Financial Adviser in 2018. Michelle’s role is to meet with clients to discuss their goals and ...

Humans are hard-wired to make poor financial decisions. It’s just in our DNA.

Financial wellbeing is a broad topic, covering all aspects of the relationship between money and our long-term happiness. It covers a wide variety of subjects, including how to manage money better, and how to use money to generate wellbeing.

In some ways, financial wellbeing is about getting out of the bad habits we have acquired by linking money with success.

If you want to improve how you make financial decisions, this guide covers six steps to take:

  1. Understanding why you are bad with money
  2. Understand the sources of wellbeing
  3. Identify your objectives
  4. Don’t be a financial wellbeing junkie
  5. Connect with your future self
  6. How to give.

 

Download your copy of “Financial wellbeing: 6 ways to help you make better financial decisions” to learn more.

If you have any questions about your financial plan and how to improve your wellbeing, please contact us.

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