Build a budget that reflects your life, not just your bills: A simple guide
Get the Wealthbit Simple Budgeting Workbook to clearly see your finances, set goals, and build a plan that fits your life.
Topic
advice
A collection of 6 issues
Spend smarter on big buys with this practical workbook
Before you drop R20K on a new couch, use this workbook to make sure it’s the right call.
Build better money habits: A practical workbook
Get our practical tool to help you turn your good intentions into consistent money habits.
How big is financial stress in your team? Try our financial stress survey tool
Use our free, anonymous survey tool to find out how it’s affecting your team’s focus, energy, and performance at work.
Sync your life goals with your money goals: A practical workbook
Use this workbook to set life goals, stress less about money, and start planning the life you really want.
Using the right technology to combine your sales and advice process
We want clients to get a better outcome by using the best solutions for them, while still making sure advisors can scale and grow their businesses.