Finances can be confusing, so we have created a series of free, educational events, books and online resources to help build your knowledge and confidence.
Your finances can often feel like your enemy: they’re confusing, complicated and sometimes even chaotic! We all want future financial security and to lead a life full of everything we love, but where do you start? And what exactly do you need to know to get ahead?
Our free, webinar series, called the ‘Wealth Workshop’ will help to answer these questions and more. During this series of videos, you’ll learn how to manage your money effectively, minimise the risks and structure your income so you can enjoy your ideal future. We’ll show you how to map out your financial future to ensure you know exactly what lies ahead of you and equip you with the confidence of knowing the best ways to draw an income to facilitate your well-earned, new and exciting life.
At the Wealth Workshop, we will show you:
Understanding how to maximise your money will help you to save SMART. We will also help you to build a back-up plan, in case things go wrong, and show you the most suitable systems to boost your wealth.
Saving money is important, but if you do not get that money working harder for you, then you will have to save twice as much, and it will run out twice as quickly.
Non-one wants to worry about running out of money in retirement; however, you equally don’t want to end up as the richest person un the graveyard. A successful retirement is founded on the ability to look into the future, see what you need, and then plan how you can get there, including what you can afford today.
How to Build a Flexible Income, Which Could Maximise Your Money and Minimise Tax
We will show you how you can have choice of how much income you take, and how you can draw what you need without paying more tax than you need to, and still do all those amazing things you’ve dreamed of.
We all want to be remembered by our families and loved ones, whether that is through the financial inheritance we leave or by making your mark on the world. We will help you leave a long-lasting legacy, rather than a liability, by helping you to create by design the personal side of retirement
Legislation changes, the market changes, your situation changes, and all this affects the effectiveness of your planning. That’s why if you want to continue to have a financially free future, you need to continually progress forward. We will help you to build a clear plan, get your money growing and create you the best income strategy.
The first step in achieving your goals is to discuss your current concerns with one of our qualified Financial Planners.