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60 MINUTE WEALTH AUDIT
One focused hour where we identify your next money moves and you leave knowing exactly what you should be doing to create more financial freedom.
If you have the feeling you aren’t being as smart or strategic with your finances as you should be, this is exactly what you need to make sure you are on track for the financial future you actually want.
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FEATURED IN:
WALL STREET JOURNAL
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WOMEN'S HEALTH
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THE TELEGRAPH
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HUFFINGTON POST
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WALL STREET JOURNAL | WOMEN'S HEALTH | THE TELEGRAPH | HUFFINGTON POST |
How Your Wealth Audit Works
STEP 1: A FINANCIAL SNAPSHOT INTO EXACTLY WHERE YOU ARE NOW
Before the call, I’ll ask you to fill in a questionnaire about your current financial situation and what you want help with.
STEP 2: WE SPEND 60 MINUTES ON YOUR MONEY
We meet on Zoom for a full 60 minutes together. Focused financial coaching where we identify what gaps you have, map out where you want to be and create a customised plan to get you there.
STEP 3: THE FOLLOW UP
After the call if I think you’d genuinely benefit from more sessions together, I’ll send you a personalised proposal outlining what else we should cover and how we could work together.
Hi, I’m Hannah
And talking about money is basically my favourite thing
My background is actually in fashion, not finance. Money became my thing when my Dad died unexpectedly when I was 22 and left me an inheritance he'd spent his whole life building.
I suddenly had an amount of money I knew was significant and absolutely no idea what I was supposed to do with it.
Growing up, the extent of my financial education had basically been “spend as little as possible”. Investing, assets, pensions, building wealth - none of it was something people around me really talked about.
So I started learning.
Since then I’ve got my financial adviser qualification from the London Institute of Banking and Finance, built a stock market portfolio and rental property portfolio and spent a fairly ridiculous amount of time thinking, talking and learning about money. Now I help other people understand theirs.
Most of this stuff isn’t actually as complicated as the financial industry can make it sound, but that said, it can be very difficult to work out which bits of the enormous amount of information out there actually apply to you.
Sometimes it’s much easier to sit down with someone, show them what you’ve got and ask the questions you actually want answered. Which is exactly what we’ll do together.
Your Investment
£250 for 60 minutes
An hour focused on you, your money, your questions and what you need to do next. You’ll complete a questionnaire beforehand so I can understand your situation before we meet, then the full hour is yours.
A Few Things You Might Want To Know
HOW DO I KNOW IF I NEED A WEALTH AUDIT OR A FOUR-MONTH WEALTH COACHING?
If you have a fairly specific question, decision or part of your finances that you want to understand better, start with a Wealth Audit.
If you have £30k, £50k, £100k+ sitting in cash and what you really need is to work out how your whole financial life fits together - investments, pensions, property, tax, future forecasting and what all of that means for how you live now - my four-month 1:1 Wealth Coaching may be a better fit.
If you’re not sure, you can still start with a Wealth Audit. If it becomes clear there’s more to work through than we can reasonably cover in one session, I’ll tell you.
DO I NEED TO HAVE A CERTAIN AMOUNT OF MONEY?
Nope! There’s no minimum amount for a Wealth Audit.
If you’re sitting on a significant amount of cash and need help building an entire investment strategy, my four-month coaching will probably be more appropriate. But if you have a specific question you want to work through, you can book a Wealth Audit.
DO I NEED TO KNOW ANYTHING ABOUT INVESTING?
No. Please don’t spend three weeks trying to learn everything before the call because you think you need to know what you’re talking about.
You can literally come to me and say, “I have £20k in an ISA and I don’t really understand what an ISA is.” Absolutely zero judgement from me!
CAN YOU TELL ME WHAT I SHOULD INVEST IN?
I can’t. Although I have a financial adviser qualification from the London Institute of Banking and Finance, I work as an educator and mentor rather than providing regulated personalised financial advice.
I can help you understand your options, explain how things work, look at the numbers with you and help you think through the decision. The actual decision stays with you.
CAN WE TALK ABOUT PROPERTY?
Yes. I own three investment properties myself and we can absolutely look at property alongside stock market investing, including actually running the numbers rather than assuming property is automatically a good investment.
WHAT IF I HAVE LOADS OF QUESTIONS?
Send them all over in your questionnaire! We’ll work out what makes sense to prioritise in the time we have. And i what you actually need is a bigger piece of work, I’ll let you know.
it’s Time to get smarter with your money so you’re not asking yourself the exact same questions this time next year.
The legal part!
We are not regulated by the FCA. The information we provide is for educational and informational purposes only and should not be construed as investment, financial, legal, tax, or other advice. Any actions, omissions or investments you may make following the information your provide are your own choice and entirely at your own risk. To read the full terms you are agreeing to when you purchase any courses of services please go to:
https://www.whatiswealth.io/terms