For individuals

Here you will be guided and taught how to manage and grow your personal finances. We will look at spending, borrowing (credit), and management. You will learn many tips and tricks to maximise your money on purchases. The goal always is for you to understand to the point where you are able to teach someone else.

What you can expect:

Include additional content to your course curriculum to provide further value to your students.

  • PRIVATE PERSONAL FINANCE COACHING

    £180 value

    Here you will be guided and taught how to manage and grow your personal finances. We will look at spending, borrowing (credit) and management. You will learn many tips and tricks to maximising your money on purchases. The goal always is for you to understand to the point where you are able to teach someone else.

  • BESPOKE CUSTOMISABLE SPREADSHEETS

    £175 value

    You will be provided with tailor-made spreadsheets which you can use to compare different savings products, spreadsheets for budgeting and spreadsheets to grocery shop effectively. Tutorials will be provided on how to use each spreadsheet.

  • 30-MIN ZOOM CALLS PER MONTH

    £250 value

    The calls can be used to learn a new subject matter or to go over a subject in greater detail. If preferred, calls can be scheduled for 1 hour (via Microsoft teams) which will serve as a substitute for two 30-min calls. You are also able to invite others to your calls but please note that we will be discussing your personal finances.

What you get every month:

  • ADDITIONAL 1 HOUR REVIEW

    £120 value

    Every month I will take the time to scrutinise your figures and go over your financial story in order to present new ideas and suggestions. I will also be able to attend to the spreadsheets which you will be provided - e.g. if I notice that a particular item on your grocery list is on sale I will let you know and advise accordingly.

  • QUARTERLY FACE-TO-FACE CONSULTATION

    £300 value

    We will schedule a time to meet up face-to-face. This will eliminate any chance of you being seen as just a number. You are a unique individual with a distinct financial story. If for whatever reason we are not able to meet up we will hold an additional 1 hour teams call as a substitute.

  • PERSONAL CREDIT BUILDING!

    £180 value

    If you want to get a mortgage in the next 1 or 2 years, then this service will help you potentially save thousands in mortgage costs. Together we will work to improve your credit score in order to expand your access to other people's money (OPM). We will see how credit can be leveraged in order to increase your wealth.

Schedule a call today

Speak to our lead Consultant and get your finances in order!

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