First Wealth and Zanna van Dijk launch new financial education platform

by | Jun 21, 2022

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First Wealth, a B Corp certified financial planning company, and Zanna van Dijk, a lifestyle and content creator, announce the co-launch of a new financial education platform, Thrive Money, with the mission to democratise access to financial planning for young people through free personal finance tips, live events, webinars and digital courses.

Thrive Money is launching to help empower people, with a focus on young women, to achieve financial wellbeing. Their goal is to break down some of the barriers to financial education that currently exist through practical and accessible information and guidance from qualified financial
professionals.

The launch initially sees Thrive Money provide content and guidance through a dedicated Instagram channel and fortnightly newsletter with a programme of live events starting on Tuesday 28 June featuring a panel discussion hosted by Zanna on how to prepare and invest for your dream home.

In October, Thrive Money will launch the first of a series of financial education courses starting with Finance Fundamentals. The course will comprise 7 modules featuring step-by-step exercises, activities and online videos designed to introduce and educate participants on the basics of financial planning which will span budgeting, investments, pensions and savings.

Zanna van Dijk says, “I am co-launching Thrive Money with First Wealth because I am passionate about wellbeing in all senses, not just moving our bodies and nourishing them with wholesome food, but mental and financial wellness too. Everyone is talking about reducing stress, but nobody is talking about how money plays into this. It is one of the biggest sources of pressure and anxiety for the majority of the population.

“If we can reach these people and give them educational tools which empower them to take control of their finances, then we can vastly improve their wellbeing. As a woman, I am hugely passionate about tackling the glaring gender pay gap, gender savings gap and gender wealth gap. I hope that Thrive Money can give morewomen the resources they need to push for the equality they deserve.”

Robert Caplan, director, First Wealth and co-founder, Thrive Money, says: “As the founder of an award-winning financial planning company I truly believe in, and have seen first hand that, great financial planning can change people’s lives for the better. I also, however, understand that the clients I deal with day to day do not represent the majority of people and that for most, high quality and reliable advice is out of reach. Thrive Money is our solution to this problem, it aims to close the advice gap.

“Almost all low cost financial advice in the UK is product led and aims to sell something. Thrive Money will look to deliver the fundamentals of proper financial planning in an engaging and low cost environment through digital online courses, live events and webinars.

“We will improve people’s relationship with money and ultimately enhance their financial wellbeing through creating a community where like-minded individuals who have been let down by the financial institutions can share their experiences and journey.”

Thrive Money is supported by a team of financial advisors and client managers at First Wealth as part of the company’s commitment to using the power of business to solve social and environmental challenges by making financial advice accessible to everyone.

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