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For new investors with portfolios below £25,000!
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, and budget together first.
We discuss the risks of investing vs. the risks of doing nothing, and you will begin investing confidently.
GOALS
MoneyWalks Simple Spending to help you balance essentials, debt, and investing, while giving permission for fun!
Validate if investing is the right choice right now
Understanding of risk vs. reward, inflation, and risks of not investing
Identify missed opportunities and correct
Start investing even a small amount, to learn and build positive habits
PROCESS
Pre-work: Complete MoneyWorks Simple Spending template.
(45 minutes)
1:1 Assessment: Review your current situation and goals, review Simple Spending. Assess risk preferences and discuss risk principles with illustrations. Discuss investing basics.
(45 minutes)
1:1 Action: Identify and address any missed opportunities to optimise. Begin investing regularly in your existing accounts or assistance with a new platform.
(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 £25,000!
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, and budget together first.
We discuss the risks of investing vs. the risks of doing nothing, and you will begin investing confidently.
GOALS
MoneyWalks Simple Spending to help you balance essentials, debt, and investing, while giving permission for fun!
Validate if investing is the right choice right now
Understanding of risk vs. reward, inflation, and risks of not investing
Identify missed opportunities and correct
Start investing even a small amount, to learn and build positive habits
PROCESS
Pre-work: Complete MoneyWorks Simple Spending template.
(45 minutes)
1:1 Assessment: Review your current situation and goals, review Simple Spending. Assess risk preferences and discuss risk principles with illustrations. Discuss investing basics.
(45 minutes)
1:1 Action: Identify and address any missed opportunities to optimise. Begin investing regularly in your existing accounts or assistance with a new platform.
(60 mins)
Book a free call or email today to discuss this package first, or go ahead and purchase now!