Your money mindset
Module 1, Chapter 1
Tradition & your money mindset
Why do we need money?
Breaking the traditional money mindset trap
Money & the choices we make in life
What is financial health?
Planning your money
Module 2, Chapter 1
What you want in life & how to make it happen
Can you turn your dream life into reality?
How to define your money goals
Are your money goals achievable? YES!
Are you earning your worth?
Module 2, Chapter 2
The first steps to financial success
What are you worth?
Are you earning more than you're spending?
What is a credit score & how to improve it
Build your first financial plan with this simple step-by-step guide
Module 2, Chapter 3
Planning money for anything life throws at you
Money for studying and your career(s)
Relationships, parenthood & money
Later life, ill health & death money management
Bad things happen; you need this paperwork to protect you
Budget & savings
Module 3, Chapter 1
Savings, targets & budgets - oh my!
How to design and manage a budget that suits you
Great budgeting tools to save you time
What are you wasting money on?
How to reduce your debt?
Module 4, Chapter 1
Financial Services (FS) providers 101
Why Financial Services exist & what they offer
Define the financial support you need
Advice vs. guidance
Your consumer rights when working with an FS provider
Module 4, Chapter 4
Essential investment tools
How do I know my investment choices are smart?
What is a financial instrument?
Is it important to have an investment strategy?
What's the difference between human & robo-advisors?
Module 4, Chapter 5
Do I need to use a financial advisor?
What does a financial advisor do?
When and how to select the right advisor?
How much does a financial advisor cost?
Helpful tips when choosing an advisor
Module 5, Chapter 1
How much will I need to survive my retirement?
When do I need to start saving for retirement?
Module 5, Chapter 2
How does your pension work?
What are my retirement options?
Retirement planning tools and guidance
Module 5, Chapter 3
How can you turn your pension 'green'?
How to turn your pension green
Module 6, Chapter 1
Can your money change the world?
What is sustainable or impact investing?
Does your money have a moral value?
Create a strategy to make your money matter
Useful investment tools
Recessions & crashes
If you don't want to work through all the modules, you can take a shortcut and access our super fast summary. It won't equip you with in-depth knowledge, but provides a synopsis of the most important points from each chapter.