BackA wealth of resources
This is where you can keep up to date with everything we’re doing at Wealth Matters and gain valuable insights into what’s happening in the financial world.
If you want to know more about financial planning, estate planning or investing, take a look at our videos or download one of our useful guides.
And if there’s anything you need to know that you can’t find here, get in touch and we’ll do our best to help you.
My First Six Months At Wealth Matters
by Chris James The first six months at Wealth Matters have flown by much quicker than I had anticipated. From … Continued
Dog Tales: July 2023
by Madison Turner Like many of us, Toby has been busy preparing to go on holiday. For the team at … Continued
My Experience with the Markets
by Bruce Nash Here is what I have learned in my 23 years working as a financial planner: The old … Continued
My Favourite Underrated Products
By Chris James We work with all kinds of financial products day-in day-out. Recently we wondered if our staff had … Continued
Estate Planning
by Cameron McKay When someone very close to you passes away or loses mental capacity it can be the most … Continued
My Financial Planning Journey
An Interview with Katherine Pautard Why did you get into Financial Planning – is it something you always wanted to … Continued
Being a Female Financial Planner
On the 8th March it was International Women’s Day. We spoke to Esther Walker, one of our Partners, to find … Continued
Dog Tales: March 2023
by Ali Burton Although Toby might not be happy with the team effort to get his diet back on track, … Continued
What is a Paraplanner?
By Carmen Bacaoanu What is a paraplanner? The word “paraplanner” is not very well known, but many of us are … Continued
My experience so far in my Learning for Life journey
By Thusha Thurairatnam Learning for Life is a structured four-year pathway to becoming a fully qualified financial planner or paraplanner. … Continued