WealthInAssets helps individuals, families and organisations develop stronger financial knowledge, healthier money habits, and greater confidence through practical financial education, coaching, events, and learning experiences.
Education • Coaching • Events • Community
TRUSTED BY
PARTNER WITH WEALTHINASSETS
From speaking engagements and panel discussions to brand campaigns and educational partnerships, WealthInAssets collaborates with organizations, brands, communities and organises bi annual events… to make financial education practical, engaging, and accessible.
Bring WealthInAssets to your next conference, corporate event, webinar, panel, community gathering, or educational program.
Partner with WealthInAssets on financial education campaigns, content collaborations, brand initiatives, and projects designed to create meaningful impact.
OUR ECOSYSTEM
Whether you’re beginning your financial education journey, looking for structured learning, or seeking ongoing support, WealthInAssets offers different ways to engage.
01
Practical resources and learning experiences designed to help you understand personal finance and develop stronger financial knowledge.
02
One-on-one educational coaching focused on financial habits, accountability, goal-setting, and building confidence around your finances.
03
Structured learning experiences that combine financial education, practical application, community, and accountability.
04
Join live conversations, educational events, webinars, panels, and other experiences designed to make financial learning engaging and practical.
GEN Z FINANCIAL EDUCATOR
Why Wealth in Assets Exists: My Story
I grew up in Ireland as the eldest of four children. From a young age, I learned what it meant to look after myself and the people around me. My parents worked countless jobs to provide for us, but there was rarely room for the extras. I remember looking at that reality and quietly promising myself: this will not be my future.
For me, money was never simply about having nice things. It became about freedom, security and having a choice.
That became deeply personal when I needed life-changing surgery. At a time when I felt completely powerless, the money I had managed to save while at university gave me access to private healthcare—and ultimately changed my life. I understood then just how powerful financial security …
Desiree gave me a great introduction to financial literacy. Everything was coherent, well explained and it wasn’t complicated. No information overload. She took her time to gauge me as her client based on my character, knowledge and my acuity for information which helped structure the lessons accordingly. I had to recommend her to my brother halfway through and now we’re on this journey together, I’m hyped for the future.
I really appreciated how Desirée gave me the floor to pick what I’d like to learn once she realised that I wasn’t absorbing a lot of the material well from the beginning. In the end I learnt a lot which has now increased my curiosity and engagement within this field of education, so thank ya! I’ve always been bad with money but the psychological training we went through has really helped me understand the power of delayed gratification. I’m literally addicted to investing now. I’m going to make you proud coach.
We got the 6 week roadmap done in just 4 weeks! I love that there’s different entry levels based on your already existing financial knowledge. My husband and I decided to opt for having our investment portfolio managed by a wealth manager and they gave us the perfect list to choose from based on our location and aspirations individually and as a couple. Now, we get to have our hands off investments managed professionally while we build on the knowledge to do it ourselves over the next year with Desirée continuing our bespoke sessions and applying the teachings.
Exceptional service from start to finish. What impressed me most was the level of precision and care they brought to understanding my financial goals. I felt more confident to open up within a very short period of time. There is just so much life-changing information that was communicated. Their advice wasn’t just insightful; it was strategic and tailored specifically to my situation. I feel far more confident about the future.
I met Desirée in New York in 2023 when she was still a baby lawyer and knew after our first conversation that she was in the wrong profession. Her transition into financial planning is very well suited and aligns with her natural personality and fervent desire to help others. She’s so selfless and helped me understand my own finances and how to make and multiply my money through an IRA, 401k, HYSA and real estate. I’m looking forward to investing in some startup businesses this year with help from Desirée and the team at WIA. You’ve changed my life for the better.
Desiree gave me a great introduction to financial literacy. Everything was coherent, well explained and it wasn’t complicated. No information overload. She took her time to gauge me as her client based on my character, knowledge and my acuity for information which helped structure the lessons accordingly. I had to recommend her to my brother halfway through and now we’re on this journey together, I’m hyped for the future.
I really appreciated how Desirée gave me the floor to pick what I’d like to learn once she realised that I wasn’t absorbing a lot of the material well from the beginning. In the end I learnt a lot which has now increased my curiosity and engagement within this field of education, so thank ya! I’ve always been bad with money but the psychological training we went through has really helped me understand the power of delayed gratification. I’m literally addicted to investing now. I’m going to make you proud coach.
We got the 6 week roadmap done in just 4 weeks! I love that there’s different entry levels based on your already existing financial knowledge. My husband and I decided to opt for having our investment portfolio managed by a wealth manager and they gave us the perfect list to choose from based on our location and aspirations individually and as a couple. Now, we get to have our hands off investments managed professionally while we build on the knowledge to do it ourselves over the next year with Desirée continuing our bespoke sessions and applying the teachings.
Exceptional service from start to finish. What impressed me most was the level of precision and care they brought to understanding my financial goals. I felt more confident to open up within a very short period of time. There is just so much life-changing information that was communicated. Their advice wasn’t just insightful; it was strategic and tailored specifically to my situation. I feel far more confident about the future.
I met Desirée in New York in 2023 when she was still a baby lawyer and knew after our first conversation that she was in the wrong profession. Her transition into financial planning is very well suited and aligns with her natural personality and fervent desire to help others. She’s so selfless and helped me understand my own finances and how to make and multiply my money through an IRA, 401k, HYSA and real estate. I’m looking forward to investing in some startup businesses this year with help from Desirée and the team at WIA. You’ve changed my life for the better.
Connect, learn, and grow with people who are committed to improving their financial knowledge and building healthier relationships with money.
