Set yourself on a crucial journey to freedom and fulfilment
Achieve clarity, purpose and peace of mind.
We can help you unearth your deepest aspirations and uncover the things you truly care about. The Wheel of Wealth assists in recognising the priorities shaping your future and is designed as the first step in redefining your wealth.
If you already have a Pinnacle adviser or if you have already arranged to meet with us, your results will be reviewed ahead of your meeting and you will be personally guided through each stage of the full process to redefine your wealth.
Start your journey today to live the life you want tomorrow.
Before you begin, it is worth noting that the survey and results in the Wheel of Wealth report are separate and distinct to the services provided by St. James’s Place and have not been verified or endorsed by them.
Completing the Wheel of Wealth starts you on a crucial journey of uncovering your true life aspirations. You’ll begin to recognise the underlying priorities shaping your future and the factors which may have the biggest impact on living out the life you want.
Use your personalised WoW report to identify where your priorities lie right now and where you want to be in the future. Now it’s time to ask yourself the big questions, so that you can start to explore your goals.
Where do you want to end up?
What would you like to do, create and experience whilst you’re here?
What does success look like?
What does failure look like?
What do you want to leave behind?
Do you have a plan to achieve these things?
Now that you fully understand what wealth really means to you, it’s time to get specfic. By setting meaningful goals and identifying the key milestones you wish for you and your family, you’ll turn your dreams into a planned out reality. Take action by:
1. Attend our Redefining Wealth workshop series
2. Speak to an expert adviser
You’ll receive a report completely personalised to you.
Identify where you are right now and where you want to be in the future.
Absolutely no cost involved (for a limited time only).
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