The 7-Step Foundational Wealth Course

Manage Your Money With Ease

The 7-Step Foundational Wealth Course sets you up with practical, concise and results driven outcomes which lead you to a more stable, consistent and fruitful financial future.

Take a look at our overview of each course, then take that first step into building real wealth.

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Money MindSet

Understanding where your money beliefs come from, is a key foundational step on the journey to managing your money & building wealth.

Step 1

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Step 2

Financial Planning
Now that you’ve explored your money habits and beliefs, it’s time to build a new relationship with money and set positive financial habits & goals.

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Budgeting

Having a budget is a crucial tool to navigate your journey to financial freedom.

Budgeting is a powerful tool that empowers individuals to take control of their finances, make conscious spending decisions, and work towards their financial goals.

Step 3

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Step 4

Estate Planning

This module guides you through the essentials of estate planning to ensure your assets are managed and distributed according to your wishes and to protect your loved ones. You’ll also learn about funeral plans that help ease the financial and emotional burden on your family.

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Step 5

Let your money work For you

Before investing into anything, ensure you speak to someone that is registered with the FCA. Here we explore different options.

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Step 6

Extra Streams of Income

This module equips you with the tools and strategies to boost your financial security by diversifying your income. You’ll learn how to identify and launch multiple income streams—whether through side hustles, or new business ventures—while leveraging your unique skills and passions..