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The Information Hub

At the PJL Information Hub, we regularly provide useful and easy to read blog articles on the topics that matter most to you. Written by our experienced advisers, we aim to provide concise and easy to read material which can be enjoyed in the time it takes to have a cup of coffee. 

Financial wellbeing: 4 steps to creating a financial wellbeing plan

While growing wealth is often an important part of a financial plan, understanding how you can use your money to reach goals and improve your wellbeing is crucial. It could help you get the most out of your wealth and lead to a more fulfilling life.


This guide offers practical steps that could help you improve your relationship with money by understanding how it’s related to happiness. It covers four essential steps to creating a financial wellbeing plan that’s tailored to you:


  1. Understanding the sources of happiness that are true for everyone
  2. Understanding what makes you happy
  3. Creating a clear path to your objectives
  4. Travelling along that path in the most effective and efficient way possible.


Download your copy of ‘Financial wellbeing: 4 steps to creating a financial wellbeing plan’ now to find out what you could do to boost your long-term wellbeing. 

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