Services

Trusted   Wise   Warm   Empathetic

​

At Money Mentor, we provide a comprehensive and personalised financial service designed to meet your unique needs, regardless of your age or life stage. Our focus is on helping you build a solid financial plan, with strategies in place for unexpected challenges.

​

Discovery Session

 

Think of our Discovery Session as a life audit—a critical first step in assessing whether your current financial setup aligns with your present and future needs. This one-time, 90-minute session is perfect for evaluating your financial situation, setting clear goals, and preparing for significant life events. Many clients use this session to get ready for meetings with solicitors or to address immediate financial concerns.

​

Momentum Package

​

Our 90-Day Momentum Package is designed for those seeking a more in-depth approach. Over the course of 90 days, you’ll benefit from biweekly reviews that keep you on track. This package provides comprehensive support, including detailed financial assessments, plan building, and ongoing guidance to help you achieve your goals and navigate life’s transitions with confidence.

​

Mastery Package

​

For those who prefer continuous support, our Money Mastery Package offers monthly check-ins to ensure you stay on top of your financial game. This package includes regular assessments and updates to your financial plan, ongoing budgeting insights, and strategic support for long-term goals. It’s ideal for individuals and couples who want consistent, hands-on assistance to maintain financial stability and growth.

​

Financial Seminars

 

We offer Financial Seminars for groups, including charities, employers, social and professional organisations, and educational institutions. Our seminars cover essential financial topics and can be tailored to fit the specific needs of your audience. Whether you’re looking to address general financial education, pensions, resilience, cost of living, or mortgages, our seminars provide valuable insights and practical insights.

​

Post-seminar, participants have the option to book one-on-one private sessions for personalised financial guidance.

​

Flex Session

​

Benefit from professional insights and practical steps in every session. Money Mentor Flex is designed to offer immediate support and guidance based on your specific needs, helping you make informed financial decisions.