O'Reilly logo

FT Guide to Wealth Management by Jason Butler

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

2

Knowing your ‘financial personality’

‘Information is not knowledge. Knowledge is not wisdom.’

Frank Zappa

With the internet, information is widely available at the click of a button and you could be forgiven for thinking that making good financial decisions should be easy. It is possible to go online and compare financial products, buy investment funds or insurance and apply for a mortgage or a loan. What is rarely considered is both the context in which those decisions are made and the psychology of the person making them.

Knowing your ‘financial personality’ is the key to living the life you really want and to developing and sticking with a financial plan that will help to ensure that money enables you to be true to that ideal. Your ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required