The Initiative for Financial Wellbeing
The Initiative for Financial Wellbeing

Welcome to The Initiative for Financial Wellbeing

Join us in conversations, study & practical application of how money can make us more fulfilled.

About Us

The Initiative for Financial Wellbeing (IFW), is a non-profit membership organisation for people engaged in the provision of financial advice, financial planning and financial coaching who want to improve clients' financial wellbeing, helping them become happier and more fulfilled – not just wealthier – by understanding and implementing financial wellbeing behaviours and practices in day-to-day client interactions.

Our intention is to create change for good, to be a movement where our members can stand up and stand out as the ‘absolute best’ in their profession.

Why You Should Join Us

We are a member-led organisation with membership available for individual advisers, planners and coaches as well as organisations.

Our purpose is to help you improve your client’s financial wellbeing by helping them become more fulfilled, rather than simply wealthier.

The IFW Mighty Networks channel is an interactive place where your can share ideas, ask questions, network and gain more financial wellbeing knowledge.  Here’s a handy guide on how to use it.

A Big Thanks

Thank you for joining the Initiative for Financial Wellbeing! 

The majority of our monthly and quarterly events count towards your unstructured Continuing Professional Development requirements, as well as providing valuable information that could benefit your business, alongside your other benefits including access to our growing resources library. Recent new resources have included have included practical tools such as a bespoke infographic to help members explain the benefits of financial wellbeing to clients and colleagues. We have more in development.

As a non-profit organisation, every membership counts for the IFW and enables us to continue researching and finding ways implement financial wellbeing to make positive developments in the finance industry. Thank you for being part of the conversation!

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