Asset Mastery VIP Day
Take a day out of your busy life to work on any of your financial things, for example:
- create a plan to INVEST for your future - retirement or any other big goal
- tidy up your financial lose ends - bottom out Will-writing, insurance and IHT planning
- map out your route to your DREAM home (or repay your existing mortgage)
- crunch your numbers - set up money pots, a simplified version of Profit First and finally UNDERSTAND how the money flows through your business and personal accounts
- look at ways to BOOST your profit and AMPLIFY your standard of living
- explore investment options - ISAs, Pensions, Rental Property...and others
- We'll discuss WHICH types of investment work best for your situation, and WHY
- We'll crunch the numbers so that you know how much money you'll need and WHEN,
- and then pull everything together into an easy to follow plan to build more WEALTH from the money you're ALREADY making!!
(You also get 30 days Voxer support and if you need further help with implementation we can chat about the options available to you)
- When Can I reserve my VIP day in your diary?IF you Pay in Full - then a member of my team will aim to be in touch to book your VIP day in within 48 hours.
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We work Monday to Thursday 9.00-4.00 so payments received on Fri-Sunday will be dealt with the following week.
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If you choose the split-pay option then ALL payments must be made BEFORE your VIP day - once you have made 2 payments, you'll get a booking in call (or email) from my Client Care Manager. - Can I make extra payments to enable me to book in sooner?YES! You are welcome to settle your account in full at any time, and with no additional charge.
- Where will my VIP day be held?VIP days are held in amazing locations throughout the UK - usually the venue selected will be within a 45 min drive of your home, unless you request (and we agree) an alternative location convenient for us both.
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It is also possible for SOME VIP days to be held at my home, just outside Canterbury in Kent - How much TIME do I get with you?The day usually runs from 10am to around 4pm - plus you get VOXER support for one month afterwards so that you can ask questions, and get help with implementing what we cover.
- Is food and drink included?YES. Typically we will have a mid-morning coffee break, and then a later lunch.
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If you have specific dietary requirements, please let us know so that we can ensure that an appropriate menu is available. - I'm not in the UK, can I still have a VIP day?YES - please contact us to discuss our international pricing and Zoom options for those not able to travel to the UK
- What happens after my VIP day?You'll get 30 days follow up support on Voxer included so that you can ask any further questions and get support with implementation - plus you'll get the option to add in additional zoom follow up sessions, or join the Asset Accelerator™️ at a reduced rate.
Contact information
These workshops will provide hints, strategies and guidance but no regulated financial advice
Details of the log in for the workshop and follow up material will be sent to you by email, you are welcome to unsubsrcibe at any time and we promise to never SPAM you!!
full details of our privacy policy can be found at https://peacetogether.co.uk/privacy-notice
Choose a pricing option
- Preferred option{Priority booking} Pay in Full (£1975.00)£1975.00
- Preferred optionPay in ADVANCE over 3 Months (3x £659.00)3x £659.00
- Preferred optionPay in ADVANCE over 4 Months (4x £495.00) 4x £495.00
Choose your price
1-2-1 Follow up Session
Only £250! (NOT available separately)
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"If you freak out about finances, find the world of money mind blowing and are put off by confusing terminology, Claire is your woman.
Her simplistic, fun (yes fun!) approach will demystify things and motivate you to get started.
Claire doesn't do problems...only solutions! "
"
I hadn't sat down to really look at my finances for years and so had sort of
lost track of where I was with things.
Working with Claire has helped me pull together all the parts of my finances into one easy to understand plan and
strategy that was workable for my current circumstances, and can be flexible as
my business grows.
For the first time, I understand what I need to do next "