Audley Wealth Launches New Campaign to Help Millenials & Gen X’s with Their Finances
Audley Wealth are pleased to announce the launch of a new campaign that focuses on helping people aged 30-60 years old with their finances. The campaign, titled A Letter to My Younger & Older Self, features a series of educational videos in which common financial topics are shared between two different age groups at key stages of their lives.
These videos explore the thought-provoking question: If you could talk to your younger or older self, what would you tell them? The majority of answers were always finance-related; many wished they had helped their ‘future self’ become financially secure. Furthermore, it was found that while many would want to give their younger self advice, it is equally necessary to educate an older audience on current financial trends, noting how the landscape has changed in recent years.
‘We know that financial planning can be daunting, especially in the current digital age where there are so many options,’ said our Founder and Independent Financial Advisor, Alun Webster. ‘Our new campaign is designed to make financial planning more accessible and relatable, by sharing the insights of people who have been through the same financial journey, we hope to help our customers make better financial decisions for themselves and their families.’
The campaign features ten videos, each of which focus on a different financial topic from each stage of life. Some of which include:
Investing: These videos cover both aspects of investment. From warning our older selves of investment FADS, to educating our younger selves on how to start investing early in life and the importance of compound interest.
Retirement Planning: In this video, we cover a number of micro-topics, including how much money you need to save, when to start saving, and what type of investments to choose. We also discuss the importance of having a diversified portfolio and how to protect your retirement savings from market volatility.
Emergency Savings: We look at how an emergency fund can help you cover unexpected expenses, such as a job loss, a medical emergency, or car repairs. In addition, we discuss how much money you should have in your emergency fund and how to save for it.
These are just a few examples of the A Letter to My Younger & Older Self video series. A wide range of financial topics are covered in the videos, making them a valuable resource for anyone looking to improve their financial literacy.
All videos are available on Audley Wealth’s website and YouTube channel. For more information and to view the campaign, please visit our Financial Focus page.
In addition to the videos, Audley Wealth is offering a free financial planning consultation. To schedule a consultation, please click here.