Disenchanted by the competitive accumulation for more, championed in the finance industry, my first few years in the industry gave rise to an ugly association with the word ‘wealth. I questioned the necessity of financial planning, not wanting to feed the capitalist insatiable beast. Until I was encouraged to do financial planning my way and explored the etymology of the word, wealth, tracing it back to "weal," a term for well-being and happiness. My core belief has always been that true prosperity is an internal state, a feeling of "enough" rooted in how we spend our time, not just how we accumulate money.

I saw money as a tool, not the destination, happiness comes not from buying things, but from buying experiences, time, the ability to give, and the security of saving. But my professional challenge was always this: how do I guide my clients from this philosophical understanding of wealth to a practical, actionable plan? How do I help them disentangle their sense of security from their financial status and instead align their finances with their deepest values?

This is where the Integrity Wealth Model has been nothing short of transformative.

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The model provides the missing link—the bridge between the poetic and the practical. It directly addresses the Achilles' heel of traditional financial planning: human behaviour. We know that a person’s behaviour is not driven by a spreadsheet, but by their values, beliefs, and fears. The Integrity Wealth Model is a values-based approach which in my opinion puts an indivduals real-life capital into the planning process. It shifts my role from a transactional financial adviser (which I am deeply non-aligned with) to a transformative wealth coach, helping clients to live from a place of love, not fear. It starts with understanding your motives, discovering your values and then using your finances to create a life that shines with meaning. If you would like to align your wealth with your internal compass please get in touch.