Accelerate your financial journey

Discover new levels of empowerment to help you reach your financial goals, become financially independent and build generational wealth.

Kickstarter call

Do you want to buy a house but don’t know where to start?
Are you looking at your retirement options but getting confused?
Not sure where to start when it comes to investing?

If this, is you, then book a phone consultation to discuss your needs and how we can help you? After this call, you’ll know where to start and the steps you need to take on your financial journey.

On this call:

  • We will discuss your concerns/struggles when it comes to your finances
  • We will review your current situation and talk you through where you are and where you are going
  • You’ll also get the opportunity to ask any questions you may have.

Cost: £150 (inc VAT)

Duration: 20 minutes

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Financial review 

The financial review is for people who have money left over each month or have savings but don’t know the best way to make their money work for them. For people who have read the books and googled as much as they can but need help to understand the best options. For people too busy working, with no time to invest in themselves but want a bespoke review to achieve their goals, build wealth and reach financial freedom. Meeting face to face or via video call is available, and we will get you on the road to financial independence with a bespoke plan.
  • Reviewing your current financial situation
  • Conducting a SWOT analysis on your finances
  • Discussing your financial goals
  • Creating a wealth plan to achieve your short, medium, and long-term goals

Whilst going through the consultation, we can discuss the following areas: Budgeting, credit, investment, mortgages, property, business, creating a side hustle, multiple streams of income.

This consultation is one-off and here to help you create a wealth plan. After, you will be given the option of complete the wealth plan on your own or continue with us to achieve your goals.

Cost:

  • In person £997 (inc VAT)
  • Online £497 (inc VAT)
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