3 hours ago
I was so pleased to make such an impact in Yve's life in such a short space of time - sometimes you just need a bit of hand-holding to take action.
Do you have a boulder on your shoulder to do with your finances?
Is it time we chatted about getting rid of it once and for all?
Message me to chat more ... See MoreSee Less
6 hours ago
Tequila.... he makes me happy.... Tabasco's partner in crime is also 2 years old.
Usually to be seen munching hay... or running off to the happy field to see if any pears have been blown down in the night. ... See MoreSee Less
As a semi-passive income source, as part of your long-term financial and retirement planning – Buy to Let could be a great idea, if the numbers stack up for you.
We'll be covering this ( and the other 3 pillars) on the masterclass in October.
Comment below or pm me for more info. ... See MoreSee Less
This is what Emma had to say about my last zoom workshop series !
For info about my upcoming October masterclass please message me or comment below... I have a small number of early bird spaces left! ... See MoreSee Less
Being proactive with how you choose to spend your money will give you the life experiences that you desire - without the money getting absorbed by your everyday supermarket spending.
Do you have a separate account for something you're saving towards? ... See MoreSee Less
Did you do one of those careers testing things at school - to see what you should be when you left school?
It asked you a series of questions, which you answers yes/ no/ maybe to and then it printed out a list of suitable career options based on what you'd said.
Mine said I should be a french teacher! Which wasn't a surprise, bearing in mind that I looked at each question and tactically answered it based on anything to do with learning and languages - because at the time, I really did want to be a french teacher - or at least it had been suggested to me as a suitable career choice!
But despite me ultimately choosing another career pathway ( or two), I've always been good at explaining stuff - and have a knack for getting even the most confused client to have that lightbulb moment of understanding.
Last month, I was asked to run a zoom session with a lady to chat through all her pension figures and really explain what they mean, so that she knows what to do next.
She wanted to know if she will have enough when she comes to retire, or if she needs to do something now to ensure that she doesn't run out of money when she gets to retirement age.
The thing is - she already has a financial adviser ( well her husband does) who had given her the info in a very long, wordy report - and she really didn't understand what it meant.
I suggested that she goes back to him and asks him to explain, as it is likely that they are paying for an ongoing service from this guy, and that he should then find a way to help her with this.
But she wanted me to go through it with her, as she's lost faith in him.
So we did a 121 vision call by zoom and went through all the figures, what they meant and the impact on her future. I provided an easy to follow report, with her personalised graphs imbedded in it, so that she can see the information in a way that makes sense to her.
And she was over the moon.
If this is something you also need help with we have some brilliant masterclasses coming up, all online and recorded so you can replay when you get the time or need to review the information!
Please message me if you would like to attend my masterclass or for other ways I can help you understand your finances. ... See MoreSee Less
2 days ago
😊 thank you
Marie I'll message you the link Monday!
We have had a great week at Peace Together. We've helped a client (and due to be another by the end of the day!) on their journey to a fabulous new home, had a great masterclass on Profit First over on my membership group and started working with a new client 1-2-1 to get her finances where she wants them to be!
🦙Plus I am all set for my masterclass on modern retirement planning with the option of a VIP experience (from the safety of your own home) on the 14th October! (There are still a few places available at an early bird rate if you want in!) 🦙
⭐️Message me to find out more! ⭐️
I'd love to know what achievements you are celebrating from this week! ... See MoreSee Less