Financial Foundations

Master these fundamentals to get out of debt, create a financial plan and make your money work for you.

A step-by-step course to build your financial future by learning the fundamental mechanics of money.

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Is it like this for you?

  • It feels like dealing with finances is difficult and outside of your control
  • You find it difficult to set and stick to a budget or spending plan
  • You feel that budgeting of your finances takes away your freedom
  • You wonder what to do with any left-over or given money

Feeling well-off isn’t necessarily about earning more, but about understanding the foundations of finance so you never have to worry about money.

Here’s why we developed Meaningful Academy

  • To help you understand where each £ goes and how much you have left at the end of the month
  • To help you plan ahead and budget for the things you want to buy rather than overspending
  • To help you to intentional about staying on top of things as time goes along, with a robust regular review process
  • To help you create a concrete plan on how to get out of debt by a specific date and each week you will take the right steps to get there

Thankfully, You Are In The Right Place To Achieve This…

Introducing MEANINGFUL ACADEMY

Here is why we developed Meaningful Academy

  • Clear actions to set you up for financial success.
  • The only financial course you’ll ever need to get your finances in order and never again worry about making it to the end of the month.
  • After taking this course, your finances will finally start to make sense.

Take control of your finances using the right tools to stay on top of your money

Work at your own pace

There are 7 distinct modules with individual video lessons, guiding you step-by-step along the way.

Clear actions to set you up for financial success.

Understanding your money 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.

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.

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.

Get started and sign up for Financial Foundations!

Sign Up Today

BEING IN CONTROL OF YOUR MONEY DOESN’T HAVE TO BE HARD

Here’s what you’ll learn inside Financial Foundations

  • How to think about our finances, understand your pressure points, and how to apply yourself to the long-term process of creating a secure future
  • How to put in place an emergency fund and, for the first time, really exercise control over your money
  • How to set up and stick to a monthly budget, how to deal with setbacks and how to ensure that you pay yourself first every time
  • How to clear your debt as quickly as possible once and for all
  • How to prioritise life insurance and how to review your protection programme to keep it current with your changing needs

WHAT IS INCLUDED IN financial foundations

These are the seven modules inside this course

01

THE MONEY MINDSET

Money can exert an incredible power over us, making us worry or want to bury our heads in the sand.

We need to learn how to think about our finances, understand our pressure points, and how to apply ourselves to the long-term process of creating a secure future.

02

THE LIFE-BUFFER

Life has a habit of smacking us in the face whenever we feel like we’re getting somewhere. In financial terms, this can mean an unexpected bill just as we were starting to make progress clearing our debt, which means we have to go deeper into our overdraft.

The best way I know to reduce the impact of these events is to put
in place a starter emergency fund. In this module, you’ll learn how much to set aside, where you should keep the money, what it can (and can’t) be used for, and crucially, how to get the money toge-ther. You’ll set a goal for pulling the sum you need together in as short a time as possible, and reinforce just why this is so important.

BUDGET MASTERY

03

Your entire financial future is built on your ability to spend
less than you earn. The process of identifying your costs and assigning where your money goes each month is called budgeting.

This most fundamental of skills isn’t taught in schools, but it
really is the thing that financial success is built upon. This module contains video lessons, downloadable budget spreadsheets and printables to help you set and stick to a realistic budget.

04

DEBT ELIMINATION

Debt is a killer.

Not only does it act against our wealth-building efforts, but it can also consume our thoughts and cause great distress.

Good news: there IS a way out of bad debt, and in this module you’ll find the techniques to achieve this, as well as support for how to cope with the inevitable setbacks
along the way.

05

LIFE PROTECTION

Too many people skip over the essentials of protecting your finances against disaster.

To try and build wealth for the future without a strong foundation of insurance makes no sense to me. The problem is that insurance is tricky to understand, which is why this module exists!

SETTING GOALS

06

As we begin to look forward to the Building Wealth stage of our financial lives, it helps to have something to aim for.

SAVING AND INVESTING BASICS

07

Building wealth begins with an understanding of the fundamentals of how money works and how it grows.

All Financial Foundations members get access to:

THRIVING FACEBOOK PRIVATE COMMUNITY

This is easily one of the best bonuses of Meaningful Academy - Financial Foundations 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 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.

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 Meaningful Academy…

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REAL PEOPLE INSIDE THE ACADEMY AND THEIR SUCCESS

Our happy members

MeaningfulAcademy is the second stage of financial planning after the free MeaningfulMoney education, taking you to the next level, teaching an integrated financial planning process, and providing training on the use of VoyantGo for financial modelling. Pete teaches complex subjects in a simple way, enabling me to take full control of my financial future and validate that I was in a good financial position to retire, including coping with the potential ups and downs of the financial markets. I then took the next step of MeaningfulCoaching to review my plan for the future, knowing full financial planning from Jacksons is available when I reach that stage in my life.

Mark Buckwell
Retirement Planning Member

Loving the course material and learning Voyant Go. I have insights on my finances in retirement I didn't think possible without paying for professional advice.

Cam P
Build Wealth Member

This course will probably save me around £200k in fees over my lifetime.  It has given me greater insight into my financial situation, the tools to plan ahead with VoyantGo, and confidence to make the right decision on when to retire. It enabled me to get more involved with my finances than I did when they were managed for me.  The course has given me the knowledge, training, and access to use VoyantGo in detail. I have spent days playing around with various forecast scenarios, and because I entered the figures, I know they are accurate without having to trust a third-party advisor.   This is so much better than relying solely on a one-hour review meeting, once a year, with an advisor.  I will now know exactly what I can afford to spend in retirement, and how to select the right investments to provide both growth and security.  Cannot recommend the retirement planning course enough! Thank you!

Anthony A
Retirement Planning Member

The Retirement Wealth Course is brilliant. Totally worth the money. And some! It takes you into more depth than you can get just from watching Pete’s (fab) videos and listening to his podcasts. The content, plus the access to the powerful VoyantGo software has allowed me to create my own detailed retirement pre plan and I am feeling a lot more financially organised and prepared. Thanks Pete. You are doing some really meaningful work. Cheers. Michael

Michael Fleming
Retirement Planning Member

A superb series of courses that helped me to understand my financial situation and resolve any questions I had about how to retire earlier and maintain confidence in my finances forever.

Simon Shaw
Retirement Planning Member

A very informative course – gave me lots to think about as i plan for my retrement. I changed my view on some things and the content helped me question my planning and evolve it. Voyant go is really interesting and worth playing with. With the course and VoyantGo this course has given me the confidence I needed to be positive in what I am doing – Thanks Pete and Meaningful Money!

Jon Wicks
Retirement Planning Member
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Introducing MEANINGFUL ACADEMY

Start your Financial Foundations journey today...

Free
  •  
  • Lifetime access to FINANCIAL FOUNDATIONS signature course
  • Helpful WORKBOOKS, GUIDES, CHECKLISTS
  • MONTHLY LIVE Q&A SESSIONS with Pete
  • THRIVING FACEBOOK PRIVATE COMMUNITY
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