Keys to Financial Wellbeing Workbook

Hi — I’m Helen. This is the same framework I use with my own clients, and now yours to work through at your own pace: one key a day, straight to your inbox, plus the full workbook to keep.

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You know those times when the Universe taps you on the shoulder to pay attention? And keeps on tapping. Well, it was doing that to me for about 5 years before I finally paid attention.

In 2019, I found myself a 50-something, single mum with a part-time therapy business, no stable income record, and the need to create financial security for my kids and myself. It was a mess. A friend connected me with a financial adviser, and within 6 months I had a steady income established, a cleaned-up banking record, and I’d bought out the other share of the family home for my kids and me.

That journey made me realise financial wellbeing is a huge part of our overall wellbeing — and it’s why I became a financial adviser – and why I put this workbook together.