Getting a handle on your finances can be challenging. Whether your want to improve your budgeting, create a plan for your finances and your future, expert coaching can help you take charge, set goals and become financially independent. This is about one-on-one support where you need it most.
A financial review is much like a health checkup for your finances. We will look at your budgeting, debt, pensions & investments and how you are protecting your lifestyle and aspirations. Financial Guidance will help you understand your next steps, what your priorities should be and how to construct a plan to secure your future.
For me was helpful to have an open conversation with a person that will have an outside and objective point of view, who is there to help ME to achieve what is important for me. I like that you welcome any question, no matter what it was. I ended up the session with a felling of control and empowerment, glad to have a plan and set some goals for my money.
The holistic coaching session to review my current (and joint) financial situation has been very insightful and informative. I’m pleased that we got to discuss options available, and I’ll definitely act on some of your recommendations that I hadn’t considered before. They will certainly be very beneficial for a better financial future. Thank you!
Coaching has helped me to grow in confidence financially, meaning that I now know I can achieve my financial goals by having clear plans and putting figures to each goal. Especially being self employed, I know have a clear idea with what to do with each pay cheque instead of money just passing in and out of my hands. Im so grateful!
How to look at my finances and investments on a month basic. Ensuring there is key focus on my goal for the next 12 months and more. Worth every penny!
I have a much great understanding of my investments, and I feel I now have the tools I need to be able to make better informed decisions in the future.
Excellent insight into investment strategies for our life goals. Given us the confidence to pursue our investment strategy starting from now.
Confidence. Before my session I didn't know what my financial goals and strategies were. I did a lot of research in the background but wasn't confident to take the initial step. After the coaching session I felt confident that I was taking the correct steps and have now opened my accounts.
I knew I needed to do something about my finances and I now feel confident to proceed in setting up my personal portfolio with adequate diversification. I also have the basic tools & techniques for ongoing reviews of my investment progress. The biggest take away is confidence that my DIY approach can actually be risk mitigated.
I came away from the session with an investment and savings plan that I feel confident in implementing myself that suits my personal circumstances. I also got a better understanding of the difference between personal risk aversion and capability to take risk