Introductions To Personal Finance.

Virtual talks for teams who want to know more about how to improve their personal financial wellbeing.

What is it? Choose one of our finance talks led by financial planning and organisation expert Mar. We have 3 introduction talks that can be booked individually with a few other topics that can be booked as part of a collection. Each session is set up in the format of a talk with tools and handouts that will help you take steps on your path towards financial wellbeing. Wherever you are on your financial journey, the 60 minute talk will bring a few nuggets of wisdom with a moment for Q&A.

What do they cover? The talks cover topics such as Financial Wellbeing, Financial Goals and Pyschology Of Money. They are all focused on educating people on different financial topics to help them in their journey, rather than provide advice on what to do with their money.

How long are they? These virtual talks are 60 minutes.

How are they hosted? Mar hosts these talks online via Zoom or your preferred video platform.

How much do the talks cost? £1,000 + VAT per talk, please enquire for a bespoke quote on a series of talks.

What are the topics to choose from?

Financial Wellbeing, Financial Goals and Psychology Of Money can be booked individually, all other topics can be booked once the initial 3 are booked or as part of a collection.

  • Psychology Of Money.

    Can be booked individually

    In this session, we explore your money mindset, that comes from your own past experiences. Through self-exploration, you have the opportunity to understand your scarcity vs abundance mindset and start shifting the way you think about and deal with money.

  • Financial Wellbeing.

    Can be booked individually

    This talk can be specifically focused to “Female Financial Wellbeing” if you need a focus. Financial worries seem to be keeping more and more people up at night, a new term Financial PTSD is that constant worry about money that creeps in. In this session, we will look at the basics of budgeting, setting up an emergency fund, understanding debts and net worth together as to map the basics of your finances. Once you grasp your personal financial landscape, the path to financial wellbeing seems easier to attain.

  • Financial Goals.

    Can be booked individually

    Each person has their own “Why”, as in what your driving force is. This depends on many factors in your personal life, so in this session we explore your “Why” and reason for investing and using this you have the opportunity to map your personal financial goals. Using a goal setting methodology, you will map out your goals and bring an understanding to your path towards financial freedom.

  • Mapping Buckets.

    Can be booked as part of a series

    Translating your investment goals into buckets of priorities, risk evaluations and time horizon. Bringing the goals into reality, this session allows you in an interactive way with post-it’s to learn the basics of investment risk and put your goals into buckets that are your first steps towards investing.

  • Investment Strategy.

    Can be booked as part of a series

    After getting clear on your goals and buckets, we can start to determine your personal investment strategy. By exploring the time and energy you want to spend on investing, how you want your returns to be handled - in this interactive session you will ascertain your investment strategy aligned with your individual values.

  • Understanding Asset Classes.

    Can be booked as part of a series

    It can seem overwhelming to think about where to invest. In this session, the various asset classes are broken down simply to understand terms, and you can get to know them from traditional asset classes and others. This allows you to find what is aligned with your interests and values, whilst being able to make returns on investment.

  • Asset Allocation.

    Can be booked as part of a series

    Once you have determined the asset classes that you are interested in, we will look at the importance of diversification and how to allocate your investment strategy to the asset classes.

  • Putting Investments Into Action.

    Can be booked as part of a series

    In this session we dive into platforms to invest, financial advisors roles, understanding fees and reading term sheets. The session's goal is to get you ready to make your investments and set up your monthly automations.

Enquire now

Your host.

Mar, with a five-year journey as a successful London Financial Trader and the attainment of her Masters in Economics for Transition from Schumacher College in the UK, a compelling realisation stirred within her. This realisation beckoned for a new paradigm, to bring about a new way for people to relate to money and connect to their passion, life purpose and personal wellbeing. Mar has since created programmes and groups to help others develop their financial wellbeing, most notably setting up the Female Investment Group. Mar’s magnetic presence extends to motivational talks encompassing money matters, personal finance, life’s purpose, and the art of self-leadership. Her aim? To embolden individuals within organisations, propelling them to unfurl their innate potential and embrace their utmost possibilities.

What do the talks entail?

  • These sessions educate, inspire and empower you to look at money and investing through a new lens and open the path towards financial freedom.

  • Each session is set up in the format of a talk with tools and handouts that will help you take steps on your path towards financial wellbeing.

  • Wherever you are on your financial journey, the 60 minute talk will bring a few nuggets of wisdom with a moment for Q&A.

  • £1,000 + VAT per talks, please enquire for a bespoke quote on a series of talks

  • If you had something else in mind, please let us know and Mar can come up with something bespoke

 Why choose us?

Supporting Small Businesses.

We feel proud to support all of our incredible hosts who are all experienced independent specialists or small business owners. So by booking with us you are supporting them too!

Offering the Best Activities.

With over 60 experiences to choose from, we are your one-stop-shop for every occasion or celebration. Choose from our huge variety of interactive, creative, tasting experiences and so many more!

Enabling Inclusive Socialising.

We will bring the experience to you! It has never been so easy to bring your team together. Our hosts will join you wherever you are, be it virtual or in-person, to boost morale in your groups and provide the best team building experience.

Tailoring Packages to You.

Let us match your needs with the perfect team bonding activity and organise everything for you, whether it’s a one off event or regular socials. We offer customisation if you wish to add a special bespoke touch to some our virtual and in-person experiences.

 How it works.

 

Choose.

Choose your shortlist or favourite experience. If you’re unsure, you can arrange an online Discovery Call with one of our team.

 
 

Book.

To request more information or to book your event, please get in contact via our contact page. A member of the team will be in touch & be with you every step of the way.

 
 
 

Enjoy.

Have fun connecting & getting together with your team in your chosen activity. Once you’ve enjoyed one of our activities you can come back again and again for more! Want to hear from our clients? See our reviews here.

Do your team want to have more financial education?

Book one of these talks with our expert.