Introducing…


the WEALTH REFRESH


‘Money is 80% Emotion and 20% Math’


The Wealth Refresh is designed to explore your mindset, behaviours and financial goals whilst building your confidence with your wealth.

SIMILAR TO HOW YOU WOULD VISIT YOUR GP FOR A HEALTH REVIEW, THIS IS A SPACE TO CONDUCT A FINANCIAL HEALTH SCREENING IN a supportive and approachable environment.

We work together to create a positive narrative towards money, whilst providing you with context to the investment and economic landscape, and sharing practical knowledge, tips and insights.

EVERY CLIENT IS UNIQUE BUT THE INTENTION IS THE SAME: to empower you to articulate and achieve your financial goals.

 

THE PROCESS

  • Use the scheduling tool below to book in to speak with Lottie at a mutually convenient time. This is where you will share your financial goals, concerns and gaps that you want to explore during your session.

  • Following your introductory call, if suitable you’ll be invited to schedule your initial Wealth Refresh session with Lottie. Before your session, Lottie will need to review your financial history. We will share a spreadsheet and preliminary documents with you to complete and return. This is to help identify any specific resources or areas to discuss in your session.

  • During your initial 90 minute online session you will explore your financial landscape and create a roadmap to navigate effectively and enthusiastically. You’ll then be provided with personalised exercises to complete before your 50 minute follow up session.

  • Shortly after your Wealth Refresh session you’ll be sent a follow up report including a summary of discussion and relevant resources.

    Additional follow up sessions (50mins each) may be booked at regular intervals to keep momentum if you need additional support. Lottie will let you know the most effective way to schedule these into your life.

WHAT YOU WILL RECEIVE

  • 1 x 90 Minute Initial Session with Lottie (Zoom)

  • 1 x 50 Minute Follow Up Session with Lottie (Zoom)

  • Spreadsheets and Templates

  • Practical tips and tricks to enhance your financial wellness

  • Report with overview of your current financial position and comments

  • Opportunity to discuss your financial concerns, hopes and goals

  • Inspiring and engaging resources including films, books, holistic exercises and more!

  • Blueprint for how to organise your finances effectively

  • Tailored and empathetic approach to your financial wellness

  • Personalised introductions to professionals, practitioners and experts


WHAT YOU WON’T RECEIVE

  • Any Investment or Product Recommendations

  • An unsolicited sales pitch or financial advice

  • Cookie-Cutter Approach or standardised resources

  • Questions falling on deaf ears

  • A corporate approach to financial management

 

TYPICAL QUESTIONS MAY INCLUDE:

If you relate to any of the above - you are not alone - use the booking form below to schedule your complimentary consultation to FIND OUT how you could benefit from this transformative work.

 

You will not receive any financial or investment advice but we will provide you with the tools to aid you to make your own informed decisions. With your permission we may make relevant, non-obligatory, introductions to third-party specialists should you require these.