Financial Success Guide

Step 1 – Understand The Basics

Module 1

Understand The Basics Of Personal Financial Planning, & The Principles Of ‘How To Make Your Money Work For You’.

Module Structure


Introduction to 'Understanding the basics'.

Rich or Wealthy? What would like to be?

Understand the difference between 'Being rich', and 'Being Wealthy'.

3 Real Life Stories

3 Real Life Stories Of People I Met, & How They Handle Their Finances.

Overview Of The Process

Overview Of The Process Of Financial Success

Value Of Independent Financial Advice

Understand The Value Of Independent Financial Advice.