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 wealth intensive is for you.
HOW IT WORKS
We have a call 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 as you take action.
an alternative to financial advice
A space to have big conversations
Right now…
You have at least £30k cash in savings that you want to invest but you’re stuck and overwhelmed about what to do with it
You’re curious about the stock market and building wealth but you don’t know where to start and you’re afraid of making a mistake
You love freedom and flexibility and might be interested in finding a way to build wealth without home ownership so you can remain location independent
You’re looking to build you financial education so you can make confident decisions about your wealth now and for your future
After a wealth strategy session, you’ll be able to…
Build your financial education and make confident money decisions
Start earning a return on your savings and watch your money grow
Use your wealth to expand your options and be able to change careers, build a business, support your creative career or take take time off
Be able to finally feel safe with your finances knowing your future self has been taken care of
If investing feels scary, you’re not alone.
Only 23%* of women feel really confident about where they’re putting their cash. The information out there about investing is overwhelming, conflicting and usually doesn’t take your values or the planet into consideration.
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 life, businesses, career 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
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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.
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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.
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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.
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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.
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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.
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Of course – send me an email hannah@whatiswealth.io
MEET YOUR EXPERT: HANNAH
Your money mentor.
I’m Hannah and I’ve finally figured out how to invest in the right assets for me, in the right amounts.
Practically I’ve learnt how to understand the way markets work, economic cycles, advantages and disadvantages of different asset classes and how to blend all that to feel confident in making big financial decisions to grow my wealth and live the life I really want to.
Emotionally, I’ve learnt how to go from growing up in a single parent household to managing money that came from losing a parent. All in a world when women are still relatively new to money with many taboos and stories around it.
Feeling confident enough in my investments and getting money working for me has given me the opportunity to shift from a corporate office career to being location independent and starting a business without so much uncertainty.
I've been able to move to Lisbon and I frequently have 'pinch me' moments that I'm living a life that I probably wouldn't have been able to dream of in the past.
Money is a tool to create the life you want - not simply something to be optimised for the best financial returns (although that's important too!)
This space is where we will get deeply practical and strategic and you will learn how to invest with confidence and without sacrificing your values. We crunch the numbers but there is also the coaching space for dreaming and envisioning the life you want to create.
If I had the kind of knowledge, confidence, and mentorship that I provide in the early stages of my wealth journey my net worth would be significantly higher right now.
Time spent NOT taking action can be costly.
In this mentorship I share everything that I know so that you can take confident action right away and shorten the timelines.
this is for you if…
01/ You want to learn how to manage your own investments without having to sift through all the jargon filled information online.
02/ You want to get your money growing and working for you so you don't have the fear you're depleting it whenever you make a transfer out of your savings.
03/ You want a supportive and non-judgmental space to learn in where there is no such thing as a silly question (trust me - I've asked them!)
THIS IS NOT FOR YOU…
01/ You have less than £30k in savings. In that case Money Vault would be a better option for you to learn from
02/ You don’t want to learn and just want someone to manage your accounts
03/ You need to use your cash in the next five years in which case investing wouldn’t be right for you as it is a long term strategy
support TO GROW YOUR WEALTH AND MAP OUT YOUR FUTURE
READY FOR THE NEXT STEP?
Excellent - I'm so excited you think this might be for you.
The first step is to book in for a free 20 min call together - the button below will take you to a scheduling app so you can choose a time that works for both of us to meet on zoom.
On this no-pressure call I’ll get to know you and your current financial situation, and I’ll tell you how the Wealth Strategy Session will be able to help you hit your financial goals.
You’ll be able to ask any questions and we can decide together if this will be a great fit.
If we’ve already spoken and you are ready to book press the button below.