If you’re not sure whether to go for Pension Perfect or my beginner investing course, the chilled investor, here’s a guide to help.
What you’ll learn
What pensions are and how they work, the benefits of having a pension, what to think about when choosing one.
Who it’s for
Anyone who doesn’t have a pension, or has some old ones but doesn’t understand them and is, therefore, very likely to be paying high fees that rob thousands from your pot over your lifetime.
How long it takes
1 x 90ish-minute class and 3 follow up, drop in, “office hours” support days.
Benefits
It will get you started as a pension is the most essential part of having financial security and is quick and easy to set up once you know what to look for.
You can always go on to do my bigger course if you want to look at other investments such as income generating investments, and really understand how investing works and what else to do with savings.
You’ll earn the course back in several ways:
- from the tax break you usually get from having a pension;
- from the compounding growth of money in pensions;
- from saving in fees because you won’t get caught out by the less-than-scrupulous deals at some banks;
- from the refer-a-friend programme for alumni.
Next course
Sept 20, 2023. More info here.
Price
147€ (plus VAT for anyone in the EU)
What you’ll learn
How different types of passive investing work eg the stock market and bonds; what’s risky and less risky; the psychology so you don’t blow everything up; alternative investments that generate income and diversify your portfolio; ethical investing; plan an investing strategy, including a pension, that’s aligned with your goals.
Who it’s for
Anyone who wants to have not just a pension, but ALL their savings working for them for the long and short term. If you want to really understand the whole money thing and get the right mindset to manage your own money, this is for you.
How long it takes
6 weeks
Benefits
You’ll be able to open a range of investments to suit you, your goals and your risk tolerance. You’ll understand the “mysteries” of personal finance and be able help others in your family or social groups. (Yes, really, you’ll be somewhat of an expert among regular people.)You’ll earn the course back in several ways:
from the tax breaks you now know exist and how they fit into your overall finances;
from the compounding growth of money in investments;
from having the right mindset so you don’t panic and sell everything and take losses;
from saving in fees because you won’t get caught out by the less-than-scrupulous deals with banks and financial advisors.
Next course
Late Oct to Nov, 2023, Join my mailing list to hear when doors open or put down a deposit to secure your place now.
Price
525€ (plus VAT for anyone in the EU)
Still got questions?
WhatsApp me! It’s the quickest way to get in touch!