1. From Family History to Family Wise LtdHow Kirsty's interest in genealogy began through her grandparents, old family letters, photographs and her own family history.How a lifelong passion for…
1. From Career Change to Property Investing How Lorraine went from a career in law to caring for her father and becoming an accidental property investor. How an email sent to the wrong Lorraine led…
1. Why Life Planning Should Come Before Financial Planning Why you need to understand the life you want to create before deciding how your money should support it. Using a lifetime cash flow plan to…
Key Topics Covered: 1. Trading as a Wealth-Building Skill Why trading should be viewed as a skill rather than a shortcut to wealth. How education and consistency lay the foundations for long-term…
1. Why Retirement Planning Is More Complex Than Ever Why retirement is no longer simply about accessing your pension. How today's retirees must balance income needs, tax efficiency and long-term…
1. Why Cash Isn’t Always Safe Why holding too much cash can quietly reduce purchasing power over time. How inflation can become one of the biggest threats to long-term wealth. 2. Finding the Right…
Key Topics Covered: 1. From Employment to Financial Independence James shares his transition from project management into full-time property investing. How property income eventually replaced…
Key Topics Covered: 1. Defining True Wealth Wealth is about creating predictable income and financial security. The goal is freedom, experiences, and a low-stress lifestyle. 2. From Corporate Career…
Key Topics Covered: 1. Helping Renters Become Homeowners Creating structured pathways from renting to ownership. Allowing tenants to move into properties while preparing financially for a mortgage. 2.…
Key Topics Covered: 1. New Pension Tax Rules (2027 Changes) The government’s ability to tax pensions on death marks a major shift. Impacts long-term retirement and legacy planning strategies. 2.…
