Buy onlineWhat is finology and how can it help financial advisers retain their clients?
Finology is the study of people’s relationships with money. Understanding how these relationships affect decisions can help clients set achievable financial goals.
Finology is the study of people’s relationships with money. Understanding how these relationships affect decisions can help clients set achievable financial goals.
Choose the right beneficiary for your life cover policy and rest assured knowing that the money will be spent as you intended.
You can cover up to 16 additional members on your 1Life funeral policy, including 9 extended family members! Who qualifies for cover? We’ve got the details!
Do wealth builders have special powers? No! But they do stick to these 10 habits to help them manage their money and grow generational wealth! You can too!
Status is the perception of how much money you have, wealth is the reality. We share how and why to choose wealth over status, so that you can become wealthy!
Budgeting allows you to take control of your finances, but not many people know how to do it. Here’s a step-by-step guide (and downloadable template).
Ready to get more financially stable and start building your generational wealth? You can do it today by taking these small steps!
Keeping up with “fit and proper” requirements and maintaining competency is critical, and essential for advisers practising in 2022. Find out more.
Your 1Life Gen W Plan can protect and grow your family’s generational wealth! It’s your individual plan – so it’s tailored to your needs and suits your budget! Read.