- Article - 4 min read
A richer life isn't just about your client's bank balance,
it's about mindset.
We believe that a life well-lived is better than a life well-off.
Our goal is to help people lead more fulfilled and meaningful lives with the financial resources they have. It’s not just about money, it’s about mindset – for both now, and the future.
Money:Mindshift is here to provide you with the knowledge and tools on how to weave financial wellbeing into your offering and have a positive impact on your clients' lives.
Dr. Tom is here to help
Author, podcast host and speaker, Dr. Thomas Mathar (or Dr. Tom, for short) is a behavioural scientist and financial wellbeing expert with a drive to help people live (and fund) a happy, long life.
As a financial wellbeing pro, he's here to help you reflect on what works best for your clients through a series of insightful articles, handy tools, and engaging podcast episodes.
Pick up positive new habits on the Money:Mindshift podcast, and check out Dr. Tom's new book: Your Path to Prosperity: How to fund a happy and long life.
The Money:Mindshift podcast
What if we told you that it’s mindset that matters most when it comes to finances? In our new podcast, Dr. Tom speaks to a range of experts about how to make a mindshift when it comes to dealing with the financial wellbeing of your clients.
Financial wellbeing isn't anything new to us.
We're market-leaders in this space, thanks to being a founding partner of the Institute for Financial Wellbeing.
We've invested in research, too – meaning we have a clear snapshot of what the financial wellbeing landscape in the UK looks like. Our insights present a real opportunity for advisers to learn and grow their advice offering, with the future of themselves and their clients in mind.
Tools and resources
What does your client's best life look like?
The first step to getting your clients prepared for their future is to encourage them to picture what their best life could look like.
Our Best life tool can inspire your clients to envision their future selves – helping them to harmonise today's joyful spending with tomorrow's purpose.
Financial wellbeing exec summary
An executive summary of our financial wellbeing index with tips on how you can support your clients.
Financial wellbeing personas
We created a summary of our research into the nation’s financial wellbeing and how you can support your clients.
Your written financial plan
Do you or your clients need help writing a life plan? Use our template to help them gain a sense of whether they're on track to achieve their financial wellbeing goals.
