M&G Wealth’s Post

As the mercury rises, so does the workload of our unsung financial heroes - Chartered Accountants. 🌞📚 While most are planning vacations, CAs are gearing up for a different kind of season - the fiscal finale! But here's a thought - why can't summers be a breeze for CAs too? Imagine swapping spreadsheets for surfboards, tax returns for tan lines. Sounds like a daydream? Not anymore! Enter Suvit, the accounting automation tool that's changing the game. 🏄♂️💼 Suvit is the cool shade in the scorching heat of financial deadlines. It's the lemonade stand in your fiscal desert. With Suvit, you can automate the mundane, leaving more time for... well, summer things! 🍹🌴 So, let's raise a toast to the CAs who keep our finances afloat. Here's to making this summer less about numbers and more about memories. With Suvit, let's redefine the summer hustle. Work smart, play hard, and maybe, just maybe, catch that sunset. 🌅🥂 #CharteredAccountants #SummerVibes #Suvit #Automation #WorkSmart #PlayHard #FinancialFreedom

🚀 Elevate Your Personal Finance Knowledge with Our Daily Quiz! 🚀 https://lnkd.in/drvs9dBJ Are you tired of endlessly scrolling through your feed, only to find yourself lost in a sea of content that adds no real value to your life? Let's break the cycle together! 💡 Introducing our brand new initiative: the Daily Personal Finance Quiz! 📊💰 In just a few seconds each day, you can take part in our quiz designed to enhance your understanding of personal finance topics. Instead of wasting hours on mindless scrolling, why not invest just a few moments into something that can truly benefit you in the long run? Here's what you can expect: 🔍 Daily bite-sized quizzes covering various aspects of personal finance. 📚 Valuable insights and knowledge to help you make informed financial decisions. 💡 Fun and engaging questions to keep you motivated on your journey to financial literacy. Joining the quiz is simple: 1️⃣ Follow our YouTube channel and turn on notifications so you never miss a quiz. 2️⃣ Tune in daily to participate in our quick quizzes. 3️⃣ Watch your personal finance knowledge grow with each passing day! Remember, knowledge is power, especially when it comes to managing your finances. So, why waste time scrolling through content that adds no real value to your life? Take a few seconds out of your day to invest in yourself with our Daily Personal Finance Quiz! Ready to take the first step towards financial empowerment? Click the link below to join us now: https://lnkd.in/drvs9dBJ Let's make every second count on our journey to financial success! 💪💸 #PersonalFinance #FinancialLiteracy #QuizTime #InvestInYourself #LinkedInLearning

Excited to announce my completion of the "Introduction to Financial Marketing" course from Great Learning! 🎓💼 It was an insightful journey delving into the intricacies of financial marketing strategies and techniques. Ready to apply this newfound knowledge to drive impactful results in the finance industry! #FinancialMarketing #ContinuousLearning #GreatLearning

At Angel Oak Accounting, we know that the key to great financial health is staying consistent. Whether it’s balancing your books, growing your business, or reaching your personal goals, it all starts with taking one step at a time, day after day. Let’s kickstart this week with focus, positivity, and purpose! 💪✨

It’s been almost 2 years since I last shared an update on my financial modeling journey. So much has happened! The most recent milestone? I’ve progressed from taking a full week to build a model to now completing a 3-statement financial model in just 3 hours. (Catch a Glimpse below) Yes, You heard that right! Just yesterday, I wrote the Advanced Financial Modeling Exams and completed it in 3hr 30mins. That extra 30 minutes was for the unexpected exam gbas gbos and the fact that I was a little under the weather. That aside, I’m most excited to have crossed off the two milestones on my summer list! ✨ On a deeper level, It’s been a challenging journey, but if you know me,  quitting is never an option.  I’m tempted to share more insights from this journey with you, along with our regular money nuggets, so let me know in the comments if you’re up for that! 💡 The takeaway? Mastery doesn’t happen overnight. It’s a long, rigorous process, but the best thing you can do is start now and stay consistent. **************************************** P.S. Wish me luck. I wouldn’t mind rewriting the exam (Its engaging) but no budget for that! So kindly include me in your prayers for a favorable result. P.S.S. My end-of-year review is already rolling in. Are you ready to dive into yours? Join my upcoming audio event for the final financial boost you need before year-end. Click the comments to Register. #youseemyfinancialmodel? #verymindful #verydemure 🤭

Pursuing a career in financial planning is a life-changing decision that can empower individuals and families alike. Discover the top eight colleges recognized for their outstanding financial planning programs, and unlock your potential in this rewarding field. Explore more here: https://okt.to/RZ2MJX

The College for Financial Planning®—a Kaplan Company has developed several pathways for students at every level in their financial career. If you're early in your career the Foundations in Financial Planning℠ is a great start for you. Watch this video featuring Cindy Riecke, MSF, CFP®, CRPC®, ChFC®, FPQP®, CLU® on what pathways are available to you after the FPQP®. To learn more, head here: https://bit.ly/4b4xuFR.

We are glad to join the Financial Planning Standards Board Ltd. and its global network of organisations to host the eighth annual World Financial Planning Day and raise awareness of the wide-ranging benefits of financial planning and of working with a CERTIFIED FINANCIAL PLANNER™ professional. Commenting on this initiative, Sally Plant, our Assistant Director of Financial Planning and Education Development said: "As FPSB global consumer research 2023 has shown, improved financial well-being and financial decision-making confidence are key benefits when working with a financial planner. Financial literacy, so essential to overall well-being and mental fitness, is a real testament to the actual value of financial planning." Read more here: https://lnkd.in/g8FsX_Xc #FinancialPlanning #FPSB #wfpd2024 #Awareness #FinancialServices #FinancialLiteracy

Struggling with managing your finances? We understand the challenges that businesses and individuals face, especially in these tough times. That’s why we’re excited to announce our FREE Financial Education Webinar – designed to empower you with the knowledge and tools you need to take control of your financial future! 📅 Date: 24 July 2024 🕒 Time: 1PM ✅What You’ll Learn: - Understanding Finances: Including needs and wants. - Budgeting Basics: Creating and sticking to a budget. - Savings and Investments: Building a secure financial future. - Financial Planning: Long-term planning for financial stability. 💻How to Register: 1. Complete the Online Form: https://lnkd.in/d8eqSmwr 2. Receive Webinar Details: We’ll send you all the information you need to join. This webinar will be part 1 of our 5 part Financial Education Series! It is FREE for all businesses and individuals. Don’t miss this opportunity to gain valuable insights and practical advice from our FNB financial experts. Register now and take the first step towards financial empowerment! 👉 https://lnkd.in/d8eqSmwr

Grab Your Free Savvy Savings Blueprint Today: Save More Without Earning More! 👉 https://lnkd.in/dFhUDBFK Discover how to save up to 32% of your monthly income—without a financial coach or earning more! The Academy for Professional Intelligence (TAPI), led by Chartered Accountant Paul Kohli, offers the Savvy Savings Blueprint to help you manage your money, reduce debt, and achieve financial resilience. Sign up now to get your Savvy Savings Blueprint for FREE and start boosting your savings today—no cost, no extra spending, just actionable tips for a secure financial future!