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Wealth building health check

Our wealth building health check evaluates your current financial trajectory and identifies areas for improvement.

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Our retirement planning health check provides a thorough assessment of your retirement readiness.

The science of wealth.

Ready to learn the science of building wealth? We've launched an independent website full of videos, podcasts and blogs from our experts. Our aim is to take the complex and make it simple. No sales. No nonsense. Just quality information to help you on your financial journey.

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How much money do I need in retirement?

If you don’t know what ‘enough’ looks like, then you’ll never know whether you have it. And if you don’t know whether you have it, then you’ll always live the life of someone who doesn’t have ‘enough’… even if you do.​

The 7 most common mistakes of DIY investors.

We see lots of DIY investment portfolios. In this video we unpick the 7 most common mistakes.

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YouTube channel.

Your go-to resource for expert tips, insights, and step-by-step tutorials. Our videos break down complex topics into engaging, easy-to-follow content. Designed for busy professionals, each video provides bite-sized value to help you make smarter financial decisions. Hit subscribe and join our growing community!

Podcast.

Each episode delivers actionable insights, expert interviews, and deep dives into topics that matter—whether it’s investing, financial planning, retirement or building long-term wealth. Designed to empower professionals, our podcast simplifies complex topics into practical steps for real results.

Free webinars.

Join our free webinars and gain exclusive access to industry-leading experts sharing strategies to grow, protect, and optimise your wealth. These live sessions cover a range of topics. With interactive Q&As, real-world examples, and practical takeaways, our webinars are an efficient way to boost your knowledge.

Free courses.

From the basics to mastering investments, these courses summarise everything you need to know when it comes to money. Each course is full of clear, actionable content to help you take control of your financial future. Work at your own pace, revisit lessons anytime, and see measurable progress.