Leading London-based Wealth Coach and Founder of Next Gen Wealth, Shivani Pathak. Known for her unique blend of academic expertise, financial psychology training and practical experience.

Shivani Pathak, MBA | Certified Money Coach® & Certified Financial Coach

Supporting the next generation of wealth holders to navigate wealth ownership and stewardship with clarity and confidence

At Next Gen Wealth, we are fluent in understanding the hidden dynamics of wealth. We specialise in helping clients with wealth to overcome self-sabotaging patterns that can impact personal, professional and financial success.

Through working with us, clients can expect to leverage the opportunities and navigate the challenges that arise with significant wealth.

Designed for rising wealth holders, our client base consists of wealth inheritors, women with wealth, and individuals coming into wealth for the first time.

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A holistic approach for lasting results

Learn neuroscience-based tools designed to rewire your limiting money patterns and beliefs.

COGNITIVE

Learn neuroscience-based tools designed to rewire self-sabotaging beliefs.

Process and regulate emotional patterns such as fear, anxiety, guilt and shames related to money.

Emotional

Process and regulate deeply-held emotional barriers such as fear, anxiety, guilt and shame.

Adopt behavioural change techniques to transform limiting money patterns into healthier money habits.

Behavioural

Adopt behavioural change techniques to transform limiting patterns into healthier habits.

Services We Offer

Client-endorsed methods, crafted for those who value discretion, thoughtful insight and experience

Couples Wealth
Coaching

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Family Wealth
Workshops

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Children's Financial
Education

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Individual Wealth
Coaching

Shivani Pathak is an Certified Money Coach targeting rising wealth holders, offering invaluable guidance and support to navigate the opportunities and challenges that come with wealth.

Guiding you in tackling the hidden dynamics of wealth

An experienced Certified Money Coach® supporting rising wealth holders

Shivani utilises a combination of academic expertise, financial psychology training and practical experience to help individuals, couples and families navigate significant wealth.

About Shivani

Supporting you in building the mindset and habits required for successful wealth ownership and stewardship

Common Coaching Outcomes:

Self-Awareness

We help you to develop a deep awareness of the cognitive, emotional and behavioural money patterns influencing your decision-making today.

Financial Capability

We support you in building the financial literacy skills needed to preserve and grow capital long-term.

Transformation

We guide you through the process of overcoming self-sabotaging behaviours that are stagnating your personal, professional and financial development.

Confidence

We take you through exercises to build the self-trust required to manage and steward wealth with confidence.

Clarity

We provide you with the tools required to clarify your financial values, and to foster intentional financial and professional decision-making.

Communication Skills

We work with you to develop effective ways to discuss the subject of money in your relationships.

Our Clients Say

  • "Shivani brings a unique blend of practical knowledge, intellectual curiosity, and deep empathy to her coaching. Her approach goes beyond just addressing money issues—she helps you reorient your life through the lens of money, offering support, guidance, and clear, actionable steps to achieve your goals. Shivani is an invaluable asset, especially to ambitious women. I highly recommend her coaching!"

    K, Aged 30, London

  • "Working with Shivani to address my money-related issues was eye-opening and life-changing. She combines a gentle, non-judgmental, and empathetic approach with a sharp mind, a keen understanding of human behavior, and practical, actionable strategies for life change. Through our sessions, I gained clarity on the patterns and beliefs holding me back. I'm excited to continue working with Shivani to build a healthier relationship with money. Thank you!"

    D, Aged 38, London

  • "Shivani helped me unpack deep-seated emotions and energy that I had been struggling with for years. By our fourth session, I had a clear, detailed document outlining my financial patterns and answers to the questions I had been seeking. The sessions became a truly spiritual experience, guiding me to a new level of self-awareness. I’m excited to continue my journey of self-discovery with Shivani’s guidance."

    S, Aged 37, Hong Kong

  • "This isn’t just about financial planning — it’s the deeper work of asking: What does my soul want to manifest in this life? and How do I shift into the energetic frequency that matches it? I highly recommend her coaching — whether you’re a business owner or not — truly life-changing!"

    R, Aged 45, New York