01/
02/
60 MINUTE WEALTH AUDIT
An unusual life can make money decisions complicated. The Wealth Audit makes them simple.
A 60-minute, 1:1 session with me to get properly stuck into your finances and work through the decisions you've been putting off.
03/
04/
FEATURED IN:
WALL STREET JOURNAL
|
WOMEN'S HEALTH
|
THE TELEGRAPH
|
HUFFINGTON POST
|
WALL STREET JOURNAL | WOMEN'S HEALTH | THE TELEGRAPH | HUFFINGTON POST |
Got a money decision you keep meaning to figure out?
Maybe you've got a lump sum sitting in savings and you're not sure whether to buy a house or invest.
Perhaps you've been dabbling in investing, have pensions all over the place, or are trying to make sense of money across different countries.
Or maybe you're earning good money, but not in a linear month to month way, and you've got a nagging feeling you could be doing things a lot better.
These kinds of big decisions can end up taking up so much headspace & energy. And because they’re not straightforward they end up stuck on your to-do list for way longer than they needs to.
Most mainstream financial advice assumes everyone's circumstances are fairly straightforward. And sometimes, yours just aren't. So let’s take a look at it together.
What's included?
A 60-minute, 1:1 session with me - £250.
Before we meet, you'll tell me a little about your financial situation and what you'd most like to work through.
Then we'll spend an hour getting properly stuck into your finances, talking through your questions and exploring the options available to you.
The aim is for you to leave with:
A better understanding of your financial situation and your options.
An idea of where there might be opportunities you haven't considered.
Answers to some of those questions you've been meaning to ask.
A clearer idea of what to look into next, so you can actually move forwards.
A Few Things You Might Want To Know
IS A WEALTH AUDIT ENOUGH?
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 £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 working together over a longer period of time makes sense.
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?
No - there’s no minimum amount needed for a Wealth Audit. I coach people every single week across a huge range of financial situations.
DO I NEED TO KNOW ANYTHING ABOUT INVESTING?
No but if it’s relevant for your situation we can cover it on the call.
WHAT IF I HAVE LOADS OF QUESTIONS?
I get through a lot in these audits. Plus you can always send them all over in your questionnaire you get before the session. That way I can work out what makes sense to prioritise in the time we have.
Hi, I’m Hannah
I've spent the last few years working with high-net-worth clients and some of the biggest companies in the world, getting properly stuck into their finances.
And honestly, I bloody love it.
Whenever I work with women, there's nearly always something they haven't thought about. Something they've been meaning to sort out for years. Money that could be working harder. Questions about pensions, savings, investments, properties...
And it's amazing how much difference a few decisions can make.
Get yourself onto a slightly different trajectory now and things could look VERY different in five or ten years.
And the best part is, you don't necessarily need to earn more money. You might just need to get smarter with what you're doing with it.
Slots are open & very limited for the next month.
Let’s make sure you’re not still stuck in this same position 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