When Jules arrived in NZ he owned 5 surfboards and several hundred CDs (it was a long time ago!). By the time he’d become a consultant he’d managed to get a house and a rental property but still had no idea about investing or finances.
Over the past 15 years that has changed radically. He is now a graduate of the VTI Super Trader program, has spoken at share trading seminars and trades on a professional basis.
He believes he has put more time and effort into learning about financial wellness than he did into his Fellowship exam!
He believes Financial Wellness is an important topic, especially for workforce sustainability, but is one that is poorly understood and rarely taught.
This talk aims to demystify how to be financially well and provide trustworthy information and resources to enable people to start taking control of their own financial wellness.
