1:1 Coaching - In depth discussion for 1 hr

This call will cover the 40mins coaching session:

• Understand your financial goal and experiences
• Guidance on achieving financial freedom where you don't have to work for money anymore
• Discuss your financial freedom number and roadmap to get there
• Maximise UK financial system: tax wrappers (ISA & Pension) and investment platforms
• High level review of your current assets

In addition, we can go deeper on:

• Good investment habit/ principles
• Consolidate my investments, including pensions
• Different type of ISAs and your strategies
• ISA vs Pension allocation
• Investing a lump sum vs dollar cost averaging
• Portfolio construction
• Asset allocation for different age
• How to make your child a millionaire