Last week we held our inaugural ‘Thrive Money’ event hosted by First Wealth client and social media influencer Zanna Van Dijk.
The event brought together leading female voices within finance, wealth management and consumer advice for a panel event that allowed our 50 strong audience of women to put their questions to the experts and share their experiences.
Our panellists included author of ‘Money: A Users Guide’ Laura Whateley, Carmel Dickinson of Boring Money, Schroders’ own Gillian Hepburn, and Catherine Morgan from The Money Panel.
The goal of the event was to encourage people to start talking about money, finances, savings and investments. To start taking steps towards making positive changes that will lead to financial success. This event succeeded in starting that journey for those that attended.
We have since had a lot of requests to make this event an on-going series and offer a wider look into financial planning, coaching and advice. Working alongside the brilliant Zanna Van Dijk, we are looking to address a range of topics all aimed at getting more people to consider financial planning, and unlock the many benefits it holds.
Financial planning when delivered in the right way, is something that can bring an enormous amount of joy to someone’s life. Whether that is achieved by delivering confidence, providing clarity or by creating an actionable plan that outlines all that you need to do to be successful.
This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.