EXPANSIVE Wealth Mentoring is all about getting bespoke 1-2-1 support, to transform how you use your money!
Successful people know that information is only ever part of the picture and what really gets RESULTS is discerning the precise steps and insights that are the MOST valuable to their unique circumstances and then IMPLEMENTING them.
Which is where working with an FCA-accredited, award-winning, and regulated EXPERT, with the ability to provide directors and HNW business owners with strategies that directly impact their tax, pensions, benefits, and long-term wealth efficiency really comes into its own.
It's ENTIRELY possible that despite a great income, our money is not working for us as hard as it could be which leaves us missing opportunities to GROW our Wealth, Minimise our Tax and FEEL better about how we USE our money.
And that’s where 1:1 Expansive Wealth Mentoring comes in.
It’s completely bespoke to you. We’ll look at exactly where you are right now and what you have in place and then BUILD on this with your UNIQUE solution.
We’ll talk through your ambitions and your goals – what you want and how you want your future to look (whether that’s retiring to Hawaii, buying your dream home or taking the family to Disney).
If you want, we’ll look at the business side too – simple ways to improve your cashflow, BOOST your profit and making sure you’re future-proofed, if things change (which I know we think they won’t – but you need to be protected, just in case!).
We can make sure you're extracting money from your business in the most tax-efficient way and look at ways to reduce your Corporation Tax bill whilst creating long-term wealth.
And then we’ll make a Strategic Wealth Plan.
So you know exactly how to get from where you are now, to where you want to be.
We’ll cover everything, from ring-fencing money for Fun & Wellness, charitable giving and other short-to medium goals to allocating the right amount in the right tax-wrappers for the future and the big things you want to happen most.
Allowing you to exponentially grow your Net Worth and create a suite of wealth generating assets which will provide lasting wealth for you and your family for generations to come.
We'll set up structures to ensure you pay yourself properly and consistently in a way thatsaves you THOUSANDS on wasted tax each year.
Using your business to fund pensions and private healthcare and ensure that you're extracting company profits in a way that protects the long-term wealth of your business.
We'll use next-level investment strategies to balance risk with growth and allow you to pass money on to your children without the taxman taking half.
And along the way we'll close the door on all those financial tasks that seem to take up more room in your head (and your diary) than they should.
There are a range of ways to work with me 1-2-1 which range from stand-alone Asset Mastery™ VIP days, to longer programmes with ongoing support depending on the type of support you need and the way that you prefer to work.
Send me a message to chat about which of my current offerings would be the best option for you.
All to make your money work harder for you,
so you feel completely confident and in control!
Book a Discovery Call now
Many of my clients sign up after a quick chat in the dms, but if you're someone who likes to chat face to face about the options available and put a face to a name - feel free to book a call here.
Let's get started!
For those who don't need the introductory call and just want to get down to business. You'll see some of the current ways to work with me 1-2-1 on this page.
Why work with me?
I’m a multiple award-winning Financial Advisor, Expansive Wealth Mentor and Family Wealth Educator, featured in The Telegraph, Moneywise and Sheerluxe (and I’m a regular guest on BBC Radio Kent, as an expert in my field).
I’ve gone from being an employee with an empty bank account, to building a successful multi 6-figure business, with complete flexibility around my family.
But more importantly – I can’t stand jargon. My straight-talking approach is very real-world. Business and life are never linear or perfect (in my experience, anyway!).
And this is not about squirrelling 10% of your income away, for a rainy day that might never come.
I want to help you pay for that big thing you want, while still going on holiday and drinking gin along the way.
If you feel any guilt or shame around money – like somehow you should be better at it, or you should be setting a better example for your kids – I want to help you make informed decisions with confidence (like you do in every other aspect of your life).
If you’re making good money, but it stills feels like there’s never enough left each month - I want to show you how to put simple things in place, so the money’s always there when you need it.
And I want you to have the freedom to choose when you work; where you go and what you do. Which all comes with getting your money sorted!
If you’re ready to take the next step but have questions you can either book a call in my diary below, use the green button at the bottom to chat with me on WhatsApp.
We’ll talk everything through and go from there!
Book a Discovery Call now
Schedule a free introductory call with Claire to apply for 1:1 Coaching.