Meaningful Academy - Build Wealth
A Step-By-Step Course to Build Your Financial Future by Learning the Mechanics of Investing and Behavioural Finance
Includes free one-year access to the best financial planning tool in the world - Voyant Go.
today you begin the journey of securing your financial future
with pete matthew
So you'd like to dive into the world of personal finance and start building wealth?
Fantastic - you're in the right place!!
Let me tell you right from the start - building wealth is NOT difficult and it DOESN'T have to be complicated. The reason most people get it wrong is because they don't have a system in place to help them take the right steps along the way or they never take any action.
When it comes to building wealth, most people starting out have no idea where to begin - how to set practical goals, what tools are needed to build a portfolio, how to plan and review progress, etc.
I am going to help you cut through the confusion - to not only learn how to do all that, but make sure that you are successful at it, too.
In Build Wealth, together we'll deal with the mechanics of investing, behavioural finance, choosing funds and loads more. The course also offers access to the greatest financial planning tool in the world: Voyant Go.
Are you ready?
HI, I'M PETE MATTHEW
I've been helping people with their finances for the last 22 years.
Here's how I can help you
I am a very happy husband and father of two grown-up girls. I’m also a Chartered Financial Planner and Managing Director of Jacksons Wealth Management in Penzance, UK.
Ten years ago I started a website called Meaningful Money with short videos about finance on YouTube. In 2012 I started a podcast, which is now consistently ranked as the number 1 financial podcast in the UK, and has millions of downloads.
I’ve spent thousands of hours putting out free content every week in video, podcast and written form.
During all this time and in my experience as a Chartered Financial Planner, I've learned that it is possible for anyone to achieve their goals, whether financial or otherwise, by following some time-tested rules.
Meaningful Academy is where my best, most distilled thinking lives. So if you want to make quick progress and kick-start your wealth-building, the Academy is where it’s at.
here's what's included with Build wealth
Build Wealth was designed with both beginners and more experienced investors in mind. If you are looking for a step-by-step course on building financial wealth, this course is exactly what you need.
- Work at your own pace. There are 7 distinct modules with 66 video lessons, guiding you step-by-step along the way.
- Clear actions to set you up for financial success. Building wealth is not just about having comprehensive financial information. In this course, you'll learn exactly how to put it into action.
- Stay on track with the included bonuses. Worksheets, quick guides, reviews and checklists will help you stay organised and move quickly from one stage to the next.
- Gain exclusive access to a Facebook Community. Connect with other students, ask questions, participate in the monthly live sessions, give and receive encouragement along the way.
- Live 'Ask Me Anything' sessions with Pete. This is your opportunity to ask the questions that are important to you.
Included in your Build Wealth membership
Voyant Go is the most powerful financial planning software in the world, yet easy for non-financial professionals to use. There are videos in Build Wealth to walk you through building your first financial plan in Voyant Go. The best part is that your first year subscription to the app is included in your Academy membership. (To retain access after the first year, there is an annual fee to pay)
what you'll learn in build wealth
how to set goals, adOpt the right mindset, invest effectively, set up your accounts and platforms,
make a thorough financial plan, make informed decisions for the right reasons, review your progress and much more...
Across 7 different modules you'll learn all about:
Module 1: Setting goals
On the long road to financial independence, we need to know what we’re aiming for. Otherwise, how will we know when we get there?!
Setting long-term goals can be challenging because of the impact of inflation over time, and of course, there are many variables which inform the actions you need to take now, in order to reach those goals.
This module is designed to get you thinking correctly about long-term goals and gives you a method of working back from your goals to work out what you need to be doing today, to get there one day…
Module 2: MINDSET
If you’re going to build wealth effectively, you’ve got to have the right mindset. Primarily this is due to the sheer length of time it can take to build for the future.
But there’s more to it than that, and in this module we’ll cover some great mindset tools to help you stay the course.
Module 3: INVESTING
Investing is what turns money into successfully achieved goals. In this module, you will learn about what it means to invest effectively, and by the end, you will have all the tools you need to build your own portfolio.
You'll learn about risk, volatility and timescale and how they interact. You'll look over my shoulder as I use the free tools on Morningstar to choose the constituent funds.
And you'll learn how to review your portfolio to make sure it continues to do the job for you.
Module 4: Platforms and tax wrappers
We talked in Module Three about investments; building a portfolio and lots more besides. But those investments need to live somewhere, and so we now need to learn about accounts and platforms.
These are, in effect, the building blocks of a portfolio, and it is important that you understand how they work, the benefits of each type, and how they all fit together into a cohesive whole.
Module 5: Planning with Voyant Go
Making a plan for your financial future can seem daunting. How can anyone hold in their heads all the different variables involved?
Well, now you don’t have to, thanks to Voyant Go, which is included in your membership of Build Wealth. This module will show you how to use this powerful but accessible app.
Voyant Go is the most powerful app of its kind in the world. Once you get your hands on it, you'll be hooked!
Module 6: behavioural finance
The single biggest determinant of the success – or otherwise – of our wealth-building is not the funds we choose, the tax we save or the even the amount we save.
The thing that makes the real difference is our behaviour; the decisions we make, the way we hold our nerve in a crisis, and stick to the plan.
We need to cultivate self-awareness as investors so that we are as prepared as possible for what our investing journey will throw at us, and this module will equip you with a practical understanding of behavioural finance.
Module 7: reviewing progress
Building wealth is usually a process that takes decades, not months or years. In that time, things change; people change, relationships change, jobs change - everything is subject to a greater or lesser amount of change over time.
And that means we really need to be intentional about staying on top of things as time goes along, with a robust regular review process…
This module will teach you what to review and when, and how to set actions for what to achieve between reviews...
Apart from the main video lessons in Build Wealth, we have included additional materials to help you move forward confidently, organise your finance and keep track of what's going on.
Included are workbooks, cheatsheets, quick guides, review sheets, planning tools, questions to ask your providers and much more.
All these can be printed and filled by hand or used digitally.
Who is this course for?
those who are ready to secure their financial future
Meaningful Academy is where my best, most distilled thinking lives. If you want to make quick progress and kick-start your wealth-building journey on a strong foundation, the Academy is where it’s at.
Inside, there is no fluff or unnecessary explanations. There are no pointlessly long videos Instead, Build Wealth is designed so that you can put what you've learned in each video straight into action.
If you have been looking for a comprehensive course on investing and preparing your financial future, go ahead and enrol into MeaningfulAcademy. I am absolutely certain that you'll love it and use the knowledge inside to achieve financial success.
don't take my word for it
here's what build wealth students say
"I wasn't being told "this is what you should invest in..." but was rather told how and why to invest in it. And that for me is really helpful because I understand the process behind what I was doing and I could do that again in the future."
gospel e, Build Wealth Student
Tim g. Build Wealth Student
"All the stuff I wish I knew
20 years ago!"
Keith H. Build Wealth Student
"I knew I needed to invest as well as save, but needed to have the assurance that I was making the right choices. I had a historical portfolio that had grown by topsy and I didn't really understand why I had my chosen investments.
Working through the Meaningful Academy - Build Wealth gave me a firm basis from which to re-evaluate my choices. The modules were very clearly explained by Pete and gave me so much information. All the stuff I wish I knew 20 years ago! I now have the confidence to make correct choices and can feel confident to stick with them even when the market conditions are tough!
Voyant Go has made a tremendous difference to my financial planning. It is such a powerful planning tool, yet easy to use.
The Build Wealth section of the Academy is clear and has really set me in the right direction. I thoroughly recommend it."
what other build wealth students are saying
This course is the bible for DIY personal finance planners. It’s not just about how to invest but developing the right mindset, understanding budgeting, building an emergency fund and so much more. It’s offers more than most financial advisors out there could ever hope to offer - they’d be well advised to sign up to it.
The module on investing is brilliant, taking you through all the background information that you need to know, and then guiding you through the process of selecting a fund. Having worked through it, I finally bit the bullet and haven't looked back, and even managed to stay calm when the markets tanked a month ago. Voyant Go is also great for planning over the long-term and will be invaluable for me over the coming year. There are lots of books out there about investing, but they can leave you feeling as if you're slipping into a coma. As ever, Pete manages to convey everything in a simple and engaging way, and the stuff that you learn will benefit you for the rest of your life.
I have a solid understanding about personal finance and even take an active interest in it, but I lacked the structure to bind it all together into a meaningful plan. The Academy provided that coherent structure in spades with the added benefit of Voyant Go. As a result, I do not see me needing to pay a Financial Advisor any time soon making the Academy exceptional value and an investment in myself as well as my finances. The Academy has given me the cohesion I required to be my own advisor and I now have a plan and aim for the future which I am already putting into practice.
Building wealth doesn't have to be hard
This step-by-step course will guide you through everything you need to know and everything you need to do to secure your financial future. You'll learn how to set goals, create the right mindset for building wealth, how to invest and build your own portfolio, all about accounts and platforms, how to use the most powerful financial planning software in the world (free one-year subscription included), how to cultivate self-awareness and finally, how to review your progress.
How much does all this cost?
The price of Build Wealth is just £449 inc VAT, with an annual cost of £120 after the first year to retain access to Voyant GO (optional).
30 day Guarantee
30-Days Money Back Guarantee
If, for any reason, you don't like Build Wealth, you can get a full refund anytime
within 30 days after your purchase.
If you have any issues, just get in touch we'll give you a swift refund.
frequently asked questions
- How long do I have access to this course?
You will have lifetime access to this course.
- Why is the subscription to Voyant Go an additional annual cost?
Voyant Go is an independent software, normally sold to licensed advisers only so that they can give it to clients. MeaningfulAcademy allows you to access Voyant Go without a licensed adviser and offers you a 1-year subscription included in the price that you'd pay for the course. After the first year you can choose whether to renew your license at £120 incl VAT.
- Do I lose my access to Build Wealth if I decide not to continue my subscription to Voyant Go after the first year?
No, you'll have a lifetime access to Build Wealth. The only difference is that you'll lose access to Voyant Go because it is a separately sold, subscription-based software.
- Do I need to purchase other parts of the MeaningfulAcademy in order to access Build Wealth?
No, all parts of the MeaningfulAcademy - Financial Foundations, Build Wealth and Retirement Planning are independent products covering different financial stages. Thus, they are sold separately, though bundle pricing is available.
- Do I get a discount if I buy more than one part of MeaningfulAcademy?
Yes, you will get a discount if you buy any two courses of the MeaninfulAcademy and even larger discount if you buy all three together.
- Is there a prerequisite to join Build Wealth?
No, this course is separate from the rest of the MeaningfulAcademy and does not assume any specific financial knowledge.
- Who is this course more suitable for, beginners or experienced wealth-builders?
This course is built with both beginners and experienced investors in mind. If you're new to investing, it will give you a solid foundational knowledge but also all you'll need to start investing and building a portfolio. If you're already experienced, this course will build upon the knowledge and experience that you've already acquired.
- Can I return this course for a refund if I'm not happy with it?
Yes, you can. There is a 30-day Money Back Guarantee with all products from MeaningfulAcademy. If you need to return it, just let us know within 30 days from the date of purchase and we will refund you the full amount that you've paid, no questions asked.
- When does this course start and finish?
This course has no starting or finishing date. It's designed so that you can take it step-by-step according to your availability.
- Is there an opportunity to ask specific questions?
Yes, we organise live sessions once a month in the Private Facebook Group. Those sessions are recorded and will be made available in the Academy to catch up on in case you've missed some. Otherwise, if the question is sensitive, you can email me and I will do my best to get back to you personally.
- How can I pay for this course?
We take a secured payment like most online stores. When you proceed to the order page, you'll be able to see all payment methods available.