Areas of discussion that may arise during a Financial HUG™ discovery meeting
FINANCIAL TRAINING, EMPOWERMENT, ACCOUNTABILITY & MENTORING
BUILDING AND PROTECTING GENERATIONAL WEALTH
Each family is unique and has different needs, wants, and aspirations. Planning is essential in the success of your generation wealth.
- Single parents will gain the skills and knowledge on how to move forward, what considerations to take to protect their children and wealth.
- Couples can discover how to bring their finances together whilst building a family, obtaining assets, setting up a business and creating a household budget, allowing for harmonious partnership, again increasing their chances for success and the protection of all.
Coming in the form of workshops, online courses, events and one to one advice.
PROPERTY OWNERSHIP AND OBTAINING FINANCE
Available for individuals interested in property ownership. Discover your position in the UK property market as a first-time buyer, a mover or a landlord.
Become mortgage-ready with expert advice - Aleka Gutzmore is a Property & Protection Specialist with Moneysprite Ltd, a five-star financial advisory firm in the heart of London.
Most common reasons for contact/referral;
- Understand the buying process
- Complete a financial review and assessment of your affordability
- Obtain a Decision in Principle ready for property viewings
- Purchase a property using an LTD company
- Complete a rate change, re-mortgage, review of current mortgageClick here to refer yourself today.
BUSINESS OWNER SUPPORT
Throughout the pandemic from Jan 2020 to Jan 2021, Reports show over 835000 new businesses registered in the UK.
STARTING, BUILDING AND PROTECTING A BUSINESS
We aim to support business owners with training and non-executive functions, business action planning, risk reviews, financial budgeting and systems, governance and regulatory registrations, protection and leadership.
Ultimately assisting business owners to reach their long-term goals and avoid the pit holes faced by many. Analysing the strengths, weaknesses, threats, and opportunities of the business to create strategies that become proactively woven into the business's day-to-day running; for continued success.
Connect With Aleka
NOW IS THE TIME TO ACTIVATE YOUR FINANCIAL SUCCESS
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