Investment Mindset Education
Most financial education sounds like it's written for people who already have money. We wanted to create something different—practical guidance for building an investment mindset when you're starting from scratch.
Back in 2019, a few of us were sitting in a Dublin pub complaining about how disconnected mainstream financial advice felt. We'd all worked in finance—banks, pensions, advisory—and kept seeing the same problem. People wanted to learn but everything assumed prior knowledge or disposable income.
The gap between financial jargon and real life bugged us. So we started running weekend workshops—just straightforward sessions about budgeting, understanding risk, and thinking long-term. No sales pitch. People kept showing up and asking for more structure, so here we are.
Watching someone go from intimidated by finance to comfortable making their own decisions—that never gets old. We're not promising overnight wealth. Just trying to help people develop the mindset and habits that might give them more options down the road.
We're a small group with varied backgrounds in banking, pensions, and financial planning. What connects us is frustration with how finance gets taught—and a belief that it can be done better.
Education Director
Former bank analyst who got tired of complexity theatre. Spent eight years helping clients untangle their portfolios, then realized most people needed the basics first. Now builds courses that skip the fluff.
Programme Coordinator
Previously worked in pension administration and saw too many people reach retirement without understanding their options. Manages our programme structure and makes sure content stays grounded in real situations.
No jargon dumping. We explain concepts using plain language first, then layer in technical terms once the foundation makes sense. Financial literacy shouldn't feel like learning a foreign language.
Case studies matter more than theory. We use actual situations people face—unexpected expenses, job changes, inheritance questions—because context helps concepts stick better than abstract examples.
Investing involves uncertainty. We talk about realistic outcomes, including what can go wrong. Building confidence means understanding both opportunities and risks, not just highlighting potential gains.
