How it Works

Every changes when you see wealth as the creative tool, not the goal itself.

Everything changes when you start to see wealth as the creative tool, not the goal itself.

01. The WoW

The Wheel of Wealth starts you on a crucial journey of uncovering your true life aspirations. You’ll begin to recognise the underlying priorities shaping your future and the factors which may have the biggest impact on living out your dreams.

02. Unearth your priorities

Use your personalised WoW report to identify where your priorities lie right now and where you want to be in the future. By asking yourself the big questions, you can start to explore your goals.

  • Where do you want to end up? 
  • What would you like to do, create and experience whilst you’re here?
  • What do you want to leave behind? 
  • Do you have a plan to help you achieve these things? 
  • What does success look like?
  • What does failure look like?

03. Take action

Take the time to fully understand what wealth really means to you. By setting meaningful goals and identifying the key milestones you wish for you and your family, you’ll turn your dreams into a planned out reality.

04. Achieve financial freedom

By redefining wealth on your own terms and using your LifePlan you can achieve your lifelong ambitions and find a path to long-term freedom and peace of mind.

Make financial education your company’s next employee benefit.

Download our Financial Wellbeing brochure

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