is it like this for you too?
Setting long-term goals is challenging and of course there are many variables which makes it difficult to take the right actions right now
It is difficult to start investing because it seems there is too much to do and to know beforehand
Platforms, tax wrappers, accounts - there is almost endless information out there... but it's unclear which one could be relevant to you and your investments
You maybe tried your hand at investing before but it was difficult to keep track of it and review any progress made
If it is, then you already know how difficult it may be to start investing your hard-earned money right away
Here’s why we developed meaningful academy
To help you set and achieve real financial goals
To help you learn what it means to invest effectively, and by the end, have all the tools you need to build your own investment portfolio
To help you to intentional about staying on top of things as time goes along, with a robust regular review process
To help you cultivate self-awareness as an investor so that you are as prepared as possible for what your investing journey will throw at you
Thankfully, you are in the right place to achieve this...
Introducing MEANINGFUL ACADEMY
Clear actions to set you up for financial success
Everything you need to start investing and planning today
Included access to the most powerful financial planning software in the world - Voyant Go
today you begin the journey of securing
your financial future
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. 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 forward quickly.
Exclusive access to a Facebook Community
Connect with other students, ask questions, participate in the monthly live sessions, give and receive encouragement.
Live 'Ask Me Anything' sessions with Pete
This is your opportunity to ask the questions that are important to you.
Building wealth doesn't have to be hard
Here's what you'll learn inside Build Wealth
How to set goals with the right mindset for building wealth
How to invest and build your own portfolio
How to use the most powerful financial planning software in the world (free one-year subscription included)
How to cultivate self-awareness and review your progress
All about accounts and platforms... and so much more
Hi I'm Pete
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.
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.
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.”
How build wealth is structured to help you learn
Across 7 different modules you'll learn all about:
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…
2 - wealth-building
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.
3 - Long-haul
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.
4 - platforms and
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.
5 - planning
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!
6 - behavioural
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.
7 - Reviewing
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...
the first year is 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. You will keep your access to Build Wealth indefinitely regardless of whether or not you continue your Voyant Go subscription.)
All Build Wealth Members Get Access To:
Thriving Facebook private community
This is easily one of the best bonuses of Meaningful Academy - Build Wealth which will naturally continue to expand and become better.
Joining the group is reserved only for students of this course. Connect with other students, ask questions, participate in the monthly live sessions, give and receive encouragement along the way.
Workbooks, guides, checklists
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.
Monthly live q&A sessions
Each month, I (Pete Matthew) host a private Live Q&A Session in the Facebook group mentioned above.
This is your opportunity to ask a specific question and get the answer you need to move forward. So, if you feel stuck or there's something that we can address, I'd be happy to do so.
Otherwise, you can always reach me by email if it's a sensitive question.
Discover all of this and more inside MeaningfulAcademy...
real people inside the academy and their success
what do current members say
Build Wealth Student
Build Wealth Student
30 Day No Questions Asked Money Back Guarantee
I want you to be sure that this investment is the right one for you and that it will get you on track to achieve your financial goals. 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.
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