Financial Wellbeing


Click here to learn more about Holli’s corporate talks, workshops, and training for organisations.


Recommended Reading

Holli participated in an expert panel exploring the relationship between financial change and mental health.

The discussion covered topics including wealth strategy, planning, and the psychological effects of major financial transitions such as divorce.

The panel emphasised the importance of transparency, open family communication, and the role of intergenerational dialogue in building stronger relationships and financial wellbeing.


This conversation reflects a broader theme Holli has been exploring over the past several years — recognising that emotional resilience is crucial to navigating financial change.


As part of her work in financial wellbeing, Holli often shares resources that help deepen understanding around money, mindset, and emotional wellbeing. Here are a few books she regularly recommends for anyone looking to explore their relationship with money more intentionally:

  • The Psychology of Money by Morgan Housel
    A timeless exploration of how emotions, behaviour, and bias shape our financial decisions more than facts or formulas.

  • The 5 Types of Wealth by Sahil Bloom
    A redefinition of wealth that goes beyond money — including time, relationships, knowledge, and purpose.

  • What They Don’t Teach You About Money by Claer Barrett
    A practical, accessible guide to managing money in real life — from navigating emotional decisions to building long-term confidence.

Our relationship with money begins before we open our first bank account.

It is shaped by early family experiences, cultural influences, and unspoken emotional patterns — often formed before the age of seven. Without realising, many of us carry these beliefs and behaviours about money into adulthood, impacting how we earn, spend, save, and view financial security.

Through her clinical work and public speaking, Holli explores these emotional layers of financial life. She helps individuals, families, and organisations recognise that financial wellbeing is not simply about numbers — it’s about identity, autonomy, emotional resilience, and self-worth.

Financial transitions — from midlife changes to inheritance, career shifts, or retirement — can surface hidden financial anxieties. Holli’s approach encourages reflection, emotional literacy, and practical empowerment, helping people reset long-standing behaviours and align their financial decisions with their core values.

Areas of focus:

  • The psychology of money and emotional drivers behind financial decisions

  • Early money mindsets and family financial patterns

  • Financial trauma, shame, and emotional resilience

  • Women’s financial empowerment and financial identity

  • Financial wellbeing during major life transitions

  • Wealth, legacy, and emotional preparedness

Offerings

  1. Financial wellbeing workshops for organisations and corporate teams

  2. Bespoke training programmes for financial advisors and wealth services professionals

  3. Talks and panels exploring the intersection of wealth, wellbeing, and identity

  4. 1:1 support for clients looking to reset their financial mindset and build emotional resilience around money