A practical step-by-step coaching programme designed to take you from:
"I want to invest..."
to
"I am an investor."
Who is this Programme for?
This programme is perfect if:
✔ You have money sitting in savings but don't know where to invest it
✔ You feel overwhelmed by conflicting information online
✔ You're afraid of making expensive mistakes
✔ You've attended workshops but never taken action
✔ You want support and accountability
✔ You want to build long-term wealth confidently
✔ You are serious about creating financial freedom and generational wealth
What we will Cover?
WEEK 1
Wealth Foundations & Money Mindset
Before investing, we need to understand the beliefs influencing your financial decisions.
We'll cover:
✅ Wealth-building mindset
✅ Common investing fears
✅ Limiting beliefs around money
✅ Understanding risk and confidence
✅ Creating your investor identity
Outcome:
You'll stop seeing investing as something "other people do" and start seeing yourself as an investor.
WEEK 2
Set Your Investing Goals
A successful investor knows where they're going.
We'll cover:
✅ Defining your investing goals
✅ Time horizons
✅ Short, medium and long-term objectives
✅ Aligning investments with life goals
✅ Creating your personal wealth roadmap
Outcome:
A clear investing destination and strategy.
WEEK 3
Choose Your Investment Strategy
No more analysis paralysis.
We'll cover:
✅ Passive vs active investing
✅ ETFs
✅ Funds
✅ Diversification
✅ Asset allocation
✅ Matching strategy to risk profile
Outcome:
You'll know exactly which investing approach aligns with your goals.
WEEK 4
Research & Choose Investments
This is where confidence meets action.
We'll cover:
✅ Research frameworks
✅ Understanding investment factsheets
✅ Key metrics
✅ Evaluating investment options
✅ Building confidence in decision making
Outcome:
You'll feel equipped to make informed investment decisions.
BONUS SESSION
WEEK 6
30-Minute Investment Check-In Call
Because investing doesn't stop after week four.
Together we'll:
✅ Review progress
✅ Discuss challenges
✅ Answer questions
✅ Help keep you accountable
✅ Refine your investing plan
Programme Bonuses
🎁 Investing Workbook
🎁 Investing Goal Planner
🎁 Risk Profile Assessment
🎁 Investment Research Framework
🎁 Accountability Resources
🎁 Private Community Access
🎁 30-Minute Check-In Session
Frequently Asked Questions
If I'm not happy with my purchase can I get a refund?
Please in get contact at any time if you're not satisfied with your coaching. We do our best to ensure all clients are happy and need to determine on a case-by-case basis the eligibility of refunds.
How does appointment scheduling work?
When you've completed purchasing you'll be able to login to your coaching account and can find out the next steps required to book a time for your appointment from there.
Is it possible to buy coaching more than once?
For sure! You simply need to purchase coaching again and will be able to get access to another set of coaching sessions.