Momentum Global Investment Management launches UK Financial Wellness survey.
Financial wellness is a continuous process of financial planning, management and behaviour adjustment with the aim of affording your expenses and reaching your goals over your lifetime.
Financial Wellness is therefore the ability to cope financially with shocks to your assets and income, either through insurance or your own means. It is not only knowing what you need to be financially well, but also the diligence in tracking and re-evaluating your life goals and financial solutions. Engaging in your Financial Wellness plan to achieve these goals will enable long-term Financial Wellness.