Creating empowering relationships with money
Wealth strategy that goes far beyond financial investment
Simon is an experienced landlord who did not feel as successful as he is, because of his approach to investing. After four sessions we were able to re-think his personal finances, re-structure his property portfolio and re-plan his life. Now he has more time to spend with his son and on the charitable projects he loves. He feels wealthy and successful.
Jon is an experienced property investor and busy music producer. He recognised 2021 was an important year to expand his property portfolios. Working with me, he identified a clear financial strategy. Jon is now investing in property with my help, leveraging his financial resources and generating more income for his family, without using more of his time.
After a series of strategy sessions, Lee was able to better understand his financial position, identify potential financial vulnerabilities and set in place actions to minimise any risk. He freely admits that he was not the sort of person that enjoyed speaking about money. He “preferred to suffer silently”. Now more comfortable, Lee is in control.
Tom and Louise were already financially secure but still working harder than they needed to, as they were asset rich and relatively cash poor. After a few strategy sessions and selling their main residence, the story couldn’t be more different. They have a passive-house property that provides regular rental income, a liquid investment portfolio for long term security and a mortgage-less dream home. Louise has retired and Tom is now free to craft his books, music and meditations without having to worry about trading time for money.