This got me thinking, "Am I a risk taker?"  What does the rest of the world see as risky that I see as the safe bet?

Do you think it is risky to start a business?  Do you think it is risky to invest in the stock market?  Do you think the safe thing to do is to get a job and stay there for the rest of your life?

Recently we were approaching investing and finance companies looking for sponsors for the Rebel Finance School to help us reach more people and do more good in the world.  One of the companies we found was Wealthify and they seemed to have a great mission to simplify investing and help people make the most of their investments and pensions.  On the surface it looked fabulous

We set up a call to speak to them and before we chatted we did a deep dive on their strategies and investment returns.  Katie and I were SHOCKED with what we found.  We wrote to Wealthify, cancelling the meeting. They asked for feedback, why did we cancel?  We sent the feedback and their response was "we are going to have to agree to disagree." 

Wealthify has 30,000 customers and they are out there actively marketing (in my opinion unethically) for new customers.   I decided to write an open letter to their CEO Andy Russell. 

If you have been thinking of investing with Wealthify read this first........

Sounds like a good idea but my biggest concern is that this leads to stock picking and therefore worse performance (profit for us) over time.  Katie and I wanted to dig into my preconceived notions and ideas to find out the truth behind ESG funds and all the hype that surrounds them!

These funds have huge promise and we wanted to dig in to find out what you are actually buying when you purchase a global index fund.