If you have a large amount of cash that you haven’t got working for you yet…you’re in the right place

If your money is sat their in cash for no reason other then you aren’t sure what to do with it then the harsh truth is - you’re missing out.

I should know because I put off learning how to manage my money properly for years.

When I finally accepted that as someone with more resources to manage I needed to become someone capable of making high stakes, sometimes complex financial decisions I started to dedicate my time to learning.

If you are on the same journey a summer wealth intensive is for you.

Our initial call is on zoom for three hours to go through:

  • different types of assets, expected performance of how much they might grow for you, the pros and downsides of each and how to manage risk

  • how to make decisions about how much to assign to each asset

  • identify future goals and plans and align your wealth strategy accordingly

This isn’t financial advice. In my experience learning how to make these decisions yourself and what your decision making criteria should be is infinitely more valuable (plus you could save six figures in fees over your lifetime)

We then meet again one month later for a one hour follow up call to go through all the changes and action you have put into place. You get to email me in between for any questions that pop up.

HOW I HELP YOU GROW YOUR WEALTH IN A SIMPLE + SUSTAINABLE WAY

…No checking graphs or trading crypto daily required

I help you use simple strategies that help you spend as little time as possible on the management of your investments so you can focus on growing your businesses, impact and enjoying a lot of time for yourself and with your loved ones

I will help you create assets that pass these three standards below:

ETHICAL STANDARDS - so you know your money is building wealth in a harm reductive way that aligns with your values

PASSIVE - so you don’t have to spend hours or days looking after your wealth, and trust you’re on the path to hit your goals (you only need to spend a few hours a year checking in on your investments once you’ve got everything set up)

LONG TERM - so you aren’t caught in the latest trends and know that you’re building lasting wealth using proven methods + processes

 FAQs

  • Yes - although I won't be able to guide you on your specific country the general principles of investing you will learn in our time together are going to benefit you and give you the confidence needed to navigate any international decisions that need to be made.

    Often clients come to me needing to learn how to manage their investments themselves due to living across different countries.

    Please note if you are a US citizen you have an extremely different system to navigate which I am not an expert in so might not be the support you need.

  • Yes - I have three investment properties that I manage and have worked with clients in the past who wanted to invest in property. You can learn how to assess properties and run the numbers, how to use leverage and mortgages and how to forecast the finances for the property in the long term.

  • I suggest you have over £30k in savings as if you have over £30k and get that money making an 8% return for you you will have repaid the investment in this service in just one year (but it will grow exponentially for you after that point). I care about your ROI and this being an excellent investment too!

    I have worked 1:1 with people anywhere from the six, mukti six and seven figure mark to invest too.

    If you have less than £30k to invest I suggest getting started with Money Vault and learning about investing in the stock market.

  • My approach encompasses the emotional, practical, and spiritual relationship we have with money. I am able to meet you with where you are at, help you reverse engineer your goals, ask expansive questions, encourage you to use money to build your ideal life and ideal day and share knowledge and contacts you may need.

    Let’s have a call to see if it’s a good match and I can help you decide if it’s right or point you towards another best next step for you.

  • No. I work as a financial mentor and educator so that you can be informed and educated about your options in regards to making your own financial decisions. This is an important part of building your wealth, and I believe it to be a must even when working with a financial advisor.

    I offer a unique perspective as someone with the lived experience of managing a large amount of assets, and although I am a qualified financial advisor I am not practicing in that capacity.

    Financial advisors tell you EXACTLY what to invest in - I help you understand how to make those decisions for yourself.

    Financial advisors often charge a % fee on all investments they manage on your behalf which depending on the size of your investments can result in you be hundreds of thousands of pounds worse off in the long run due to compounding.

    I prefer to operate in this fixed, one time fee way.

  • Of course – send me an email hannah@whatiswealth.io