We Help People Get Their Money Right

For 7 years, we've taught people how to handle money better. Not fancy investment stuff — basic skills that actually work.

1,000+ Course Graduates
7+ Years Teaching
150+ Countries Reached
2018
2019
2022
2025

How This Started

Back in 2018, Felicity worked at an investment bank. She noticed something weird — even people making good money struggled with basic budgeting.

The problem wasn't their income. They just had no system. No clear way to organize money or plan ahead.

So she started teaching friends simple methods that worked. Word got around fast.

By 2022, we had helped over 500 people. Now it's 1,000+ across different countries.

"Good money habits beat complex strategies every time."
— Felicity Chen, Founder

Our Teaching Method

We don't believe in overwhelming people with theory. Our approach is practical and actionable.

01

Start Simple

We begin with basic budgeting. No complex investment strategies until you master the fundamentals.

02

Build Systems

Create automated processes that work even when motivation is low.

03

Track Progress

Regular check-ins and adjustments. We measure what matters.

04

Stay Flexible

Life changes. Your financial plan should adapt with you.

The People Behind MoneyWise

We've all been where you are now. That's why our advice works — we get it.

Felicity Chen

Founder & Lead Strategist

Worked 12 years in investment banking before starting MoneyWise. Got tired of watching smart people struggle with basic money stuff.

Marcus Valdez

Business Coach

Helped 500+ business owners organize their finances. Turns chaos into simple systems that work.

Serenity Blackwood

Course Coordinator

Makes sure everyone gets help. Former teacher who knows how people actually learn.

MoneyWise financial experts collaborating on course development

Real Results From Real People

Average Savings Increase

127%

Students typically double their monthly savings within 3 months

Debt Reduction

68%

Average reduction in unnecessary expenses after course completion

Budget Consistency

94%

Of graduates still using our budgeting system after 1 year

Course Satisfaction

96%

Would recommend MoneyWise to friends and family

Ready to Get Your Money Right?

Start Today

Join 1,000+ people who got their finances organized