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Purposeful Innovators

Discover Your Behaviour Finance Personality

Discover Your Behaviour Finance Personality

$149.00
$149.00
Sale Sold out
Tax included.

Have you ever wondered why you make certain financial decisions, even when they seem to defy logic? Or perhaps you've pondered why others around you behave the way they do when it comes to money matters. Well, you're about to embark on a fascinating journey of self-discovery into your own behavioural finance personality.

In this exploration, we'll delve into the fascinating intersection of psychology and finance, uncovering the hidden biases, emotions, and tendencies that shape our financial choices. Whether you're a risk-taking maverick or a cautious planner, understanding your behavioural finance personality can empower you to make smarter decisions, navigate market uncertainties, and ultimately, achieve your financial goals with confidence.

Take our Behavioural finance personality and uncover the unique traits that define your behavioral finance personality!

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Rebecca Ellis

Delivered by Rebecca Ellis

DIRECTOR AND TREASURER, PURPOSEFUL INNOVATORS CIC | FOUNDER/EDUCATOR, WEALTH ANGELS GLOBAL | ARIF QUALIFIED | SWISS-BASED INDEPENDENT FINANCIAL ADVISOR | FOUNDER, REBECCA ELLIS CONSULTANCY | CO-FOUNDER, BLUE TIGER EYE WELLNESS | CONSULTANT, HOUSE OF BEAU LLC | SWISS EX-INTERNATIONAL WOMEN'S RUGBY PLAYER | RCMG CERN WILD CATS WOMEN’S RUGBY PLAYER

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About Rebecca Ellis

Rebecca is a wealth management expert with a passion for her clients’ prosperity. She is a British citizen and has been living and working in Switzerland since 2007. With over 20 years of experience in international private banking and wealth management, she has worked for several firms in London and Zurich, her primary location is Geneva. Rebecca has worked with clients from all over the world, specialising in the African market.

Rebecca uses her expertise in the discipline of behavioural finance to help clients understand their emotions and make sound financial decisions that align with their financial needs and vision. Incorporating these practices since 2008, Rebecca’s clients benefit from a committed and long-term successful relationship with her, working directly, with their family offices or through their expert legal or tax advisors.

An ex-international sportswoman, Rebecca is a pro when it comes to team dynamics and high performance. Being involved in rugby XVs since 1998, she is an active player for RC Cern Wildcats female XVs and Leman Flames 7s teams.