Why I created Financial Wellness Quest...
After over 30 years in financial services, I knew the numbers — how to budget, plan, and project. But even with all that expertise, I hit a point in my own life where the pieces didn’t quite add up.
I was doing the “right” things but didn’t feel in control. Stress, uncertainty, and life’s curveballs left me questioning how financial confidence and resilience are actually built—not just on spreadsheets but in real life.
That’s when I realised:
Financial Wellness isn’t just about knowledge — it’s about behaviour, emotion, mindset, and meaning.
I created Financial Wellnes Quest to help people like you—smart, capable, but stuck— to take control and build lasting financial wellness from the ground up.
You don’t need more apps or advice. You need a system that works with who you are.
This is the beginning of that journey…
