Image 1 of 1
Image 1 of 1
Image 1 of 1
Image 1 of 1
For new investors with portfolios below £20,000!
You are not yet investing, perhaps due to barriers of knowledge, fear, or uncertainty. You may have a small company pension which is a mystery, or no investments at all.
We explore whether you are at the right point to begin investing, or budget together first.
We discuss the risks of investing vs. the risks of doing nothing, and you will begin investing confidently.
GOALS
Basic assessment to validate if investing is the right choice right now
Top-down budget which balances essentials, debt, and investing, while also giving permission for fun!
Understanding of risk vs. reward, including risks of not investing with an investment illustration
Identify missed opportunities and correct
Start investing even a small amount, to learn and build positive habits
PROCESS
Pre-work: Complete a simple income & expenditure template. Gather information around existing accounts if any
(45 minutes)
1:1 Assessment: Review your current situation, discuss spending proportions. Assess risk preferences and discuss risk principles
(45 minutes)
1:1 Action: Begin investing in your existing accounts or assistance with a new platform. Address any missed opportunities to optimise
(60 mins)
Book a free call or email today to discuss this package first, or go ahead and purchase now!
For new investors with portfolios below £20,000!
You are not yet investing, perhaps due to barriers of knowledge, fear, or uncertainty. You may have a small company pension which is a mystery, or no investments at all.
We explore whether you are at the right point to begin investing, or budget together first.
We discuss the risks of investing vs. the risks of doing nothing, and you will begin investing confidently.
GOALS
Basic assessment to validate if investing is the right choice right now
Top-down budget which balances essentials, debt, and investing, while also giving permission for fun!
Understanding of risk vs. reward, including risks of not investing with an investment illustration
Identify missed opportunities and correct
Start investing even a small amount, to learn and build positive habits
PROCESS
Pre-work: Complete a simple income & expenditure template. Gather information around existing accounts if any
(45 minutes)
1:1 Assessment: Review your current situation, discuss spending proportions. Assess risk preferences and discuss risk principles
(45 minutes)
1:1 Action: Begin investing in your existing accounts or assistance with a new platform. Address any missed opportunities to optimise
(60 mins)
Book a free call or email today to discuss this package first, or go ahead and purchase now!