A step-by-step course to build your financial future by learning the mechanics of investing and behavioural finance.
There are 7 distinct modules with individual video lessons, guiding you step-by-step along the way.
Retirement Planning is not just about having comprehensive financial information. You’ll learn exactly how to put it into action.
There are 7 distinct modules with individual video lessons, guiding you step-by-step along the way. Worksheets, quick guides, reviews and checklists will help you stay organised and move forward quickly.
Connect with other students, ask questions, participate in the monthly live sessions, give and receive encouragement.
This is your opportunity to ask the questions that are important to you.
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…
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.
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.
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.
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!
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.
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…
“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.”
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.)
This is easily one of the best bonuses of Meaningful Academy - Retirement Planning 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.
Apart from the main video lessons in Retirement Planning, 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.
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.
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 Retirement Planning, 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.