Foundations

Making smart financial decisions relies on consistently applying relevant principles or philosophies that have stood the test of time. These principles need to be based on solid foundations that reflect a blend of long experience and the findings of pre-eminent researchers in the fields of:

  • financial economics – the study of investment markets;
  • behavioural science – the study of how people actually do behave rather than how conventional economics assumes they behave;
  • decision making analysis – the study of effective decision making and negotiation practices;
  • positive psychology – evidence based approaches to enhancing life satisfaction; and
  • solutions based coaching – techniques to facilitate positive directed change

Our "Foundations" series (see below) explain key implications for personal wealth management and financial planning that emerge from the work of leading researchers in the above fields. From the "Foundations" we have distilled our twenty "Principles of Successful Wealth Management". Successfully applied, they will help you to make smart decisions about your financial future.

Download our free eBook "The Value of Financial Planning: The Wealth Foundations' Way"


This eBook makes the value of financial planning more concrete by examining actual client experiences with the "Wealth Foundations Way". It examines the changes in the financial situations of ten clients who have agreed to share their progress over the time they have been working with a Wealth Foundations' principal

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