What happens when significant wealth arrives before you feel ready to manage it? Whether through an inheritance, divorce settlement, the death of a spouse or the sale of a business, suddenly taking responsibility for substantial assets can be as emotionally challenging as it is financially complex.

Michelle Martin speaks with Stephen Davies, CEO and founder of Javelin Wealth Management, about why the first move may be to do nothing, what to prioritise in the first month, and the question he asks before talking investments: “What’s it all for?” 

What happens when significant wealth arrives before you feel ready to manage it? Whether through an inheritance, divorce settlement, the death of a spouse or the sale of a business, suddenly taking responsibility for substantial assets can be as emotionally challenging as it is financially complex.
Michelle Martin speaks with Stephen Davies, CEO and founder of Javelin Wealth Management, about why the first move may be to do nothing, what to prioritise in the first month, and the question he asks before talking investments: &ldquo;What&rsquo;s it all for?&rdquo;&nbsp;

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.