Pension v Investing

Live Masterclass

How to balance mid- and long term goals?

On April 15, we are getting together to share the best ways to balance investing and saving for retirement, and how to make sure you're not leaving any money on the table. 

Forget any overwhelming and generic advice - you'll leave this session with actionable steps tailormade to your situation!

In just an hour you'll gain full clarity around how to prioritise competing goals to ensure you can live your best life right now AND get on track for a comfortable retirement!

You’ll learn:

  • How pensions work and how to make sure you're not leaving any money on the table.

  • How pension and investing are both tax-efficient but in different ways. 

  • Why investing is your best tool for wealth-building.

  • How much money you need in your pension pot to retire comfortably.

  • ...and how much you should put aside every month to reach it.

  • The #1 mistake people make when planning for retirement.

  • 3 actions to complete today to improve your pension.

  • The optimal balance between investing and retirement saving... for you!

Freya Mathers

Freya is an accredited financial coach who works with clients on overcoming barriers to investing, and creating the perfect plan to get on track for what's truly important to them.

 

Freya turned around her own financial situation three years ago from being in debt and living pay-check to pay-check to a house deposit and a multiple 5-figure investment portfolio.

@thewellnesswallet

Eirin Holmeide

Eirin is an investing- and wealth coach who works with a range of clients in helping them learn about stock market investing and building a portfolio tailored to their goals and risk appetite. She works with clients 1:1 as well as in her signature group programme Invest To A Million.

She's been building her financial independence since age 18 and invested in the stock market for over 10 years.

@eirinholmeide

This masterclass is for you if:

- You've wondered if you'd be better off investing in the stock market or increasing your pension contribution.

- You're either self-employed or have a workplace pension and you suspect you might be behind.

- You want to learn how to maximise any tax savings and free money available.

- You're new to investing and you're not sure how to fit that in with your other savings priorities.

- You want to retire comfortably someday.

- You want to gain financial agency and power (in a patriarchal society).

This is an investment in Future You.

FAQ

Q. I'm not UK-based. Would this workshop still be useful?

30% of our workshop is UK-specific, while 70% is universal! You can apply the knowledge to the tools you have available wherever you are.

Q. When will I stop getting access to the recording?

The great thing is, you'll receive lifetime access to the masterclass playback! Come back again and again when you need a refresher.

Q. I know nothing about the stock market/investing. Is this too advanced for me?

Absolutely not! This workshop was made exactly for you — we’re here to guide you every step of the way, and shed light on questions that can often be complicated or intimidating.

Q. What if I can’t make it live?

A recording is included in the price! We’re not sure if we’re doing this workshop again, so we encourage you to grab your spot now!

 

LIMITED SPOTS AVAILABLE

If you take action on what you'll learn, this masterclass is worth thousands of pounds — but we’re keeping it accessible and affordable!

This is by FAR the least expensive way to work with us and gain this necessary guidance — for the price of a night out (if you can remember those!)

In addition to the masterclass, you’ll also get:

  • 10+ minutes to ask questions about your own unique situation (it’s like a mini coaching session for free!)

  • printable, interactive checklist to help you implement your learnings.

  • a playback of the masterclass (perfect if you want a refresh, or if you live in a different time zone)

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