FREE CHECKLIST:

Investing Basics

Find out what to do next to invest and build wealth for your future...

This Checklist is designed with YOU in mind.

Investing is not something we are formally taught. Unless you have a family member who teaches you, or you choose this line of study, how else do you find out how to invest?

Couple this with SO much jargon!

When I started to take courses and learn about investing, I thought I'd be at an advantage, having studied and worked as an accountant. While accounting has its own language, investing has a different one!

Learning about candlestick charts and technical analysis (some of the jargon associated with share trading) really didn't interest me.

It was only when I had a not-so-great experience with a financial planner (because I decided to outsource investing), that I realised I had to learn how to do this myself!

So, I studied financial planning and began doing my own investing and realised that it could actually be simple, once you knew the basics. And, once you understood enough of the jargon, it began to make sense and actually became enjoyable. Seeing your money grow is exciting!

A question I often get asked is "how do I actually invest?". Looking back, I had the same hurdle to overcome, and knowing what I know now, this is actually the simplest of the steps!

So you don't have to take as long to figure this out as I did, I've put together this short checklist to help you get started with investing. This is a big topic, so I've tried to simplify this as much as possible, to get you going.

Enjoy starting to build wealth through investing!

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As a mum myself, I'm fully aware of the mum-life juggle, and having my daughter is what really propelled me further on the money and self-discovery path.  It has been a long road and I really don't want other women to take this long.  I'm also aware that talking and learning about money has a lot to do with the inner work that we need to do, to make sure that the outer, money work actually "sticks".

A little bit about my story - I started out as a tax accountant and moved into management consulting and then studied financial planning.  It was then that I realised how much we aren't taught about personal finance, and as I started helping friends and family to start with I also realised the personal "stuff" that needs to be worked on!  So my approach is very wholistic - helping you identify your Core Values and Lifestyle Vision, then working on your limiting beliefs and money stories, as well as your habits and goals.  I use a profiling tool to help you understand how you think, particularly when you're stressed.  Then comes the money work - by then you are set up, clear and ready to take action!