Title
Claire Sweet Mockups

It is time to start organising your finances! 

A four step process to create a pot of money for that thing you REALLY want and actually take action to make it happen.

A four step process to create a pot of money for that thing you REALLY want and actually take action to make it happen.

Let me guess...

You are wanting to save up for a deposit for your new home, or for moving costs / new furniture / money for renovations.

Maybe you already have your heart set on a dream home or some beautiful furnishings.

But...

savings

You’re struggling to save the money you need to put towards these things.

budget

Organising your finances so that you have enough money to set aside for your dream home feels overwhelming and difficult.

save-money

You’re worried about whether or not you’ll realistically be able to afford whatever it is you want to buy.

What will this training do for you?

By the end of this training, you will clearly understand how to effectively organise your finances and create a pot of money for a deposit for your new home, or for new furniture / money for renovations.

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Day One: Freeing Up Money Each Month To Save

To kick off the workshop, I’ll teach you how to free up some cash every month, without having to constantly be worried about saving. It’s about having life your way without the money running out! We will go through a budget planner to ensure you are earning more than you’re spending. 

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Day Two: What You Are Aiming For

On day two, we’ll get a little creative! You will create a vision board so you can get exactly what it is that you want down onto paper. You will create a clear picture of what you want to achieve and when you want to achieve it by, so you’ll know exactly how much money you’ll need to bring your vision to life.

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Day Three: Where To Put Your Money

On day three, we’ll dive deep into the best places to put your money and how to set up accounts to save for whatever it is you want to buy. We’ll explore the difference between saving and investing, as well as the different kinds of bank accounts available to you, so that you can take action and move the money into a dedicated pot TODAY!

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Day Four: Tracking Your Progress

To wrap things up, on day four, you’ll learn the best ways to review and track your progress to make sure you’re on-track with what you need to save to be able to afford whatever it is you’ve got your heart set on e.g. how to stay on-track for saving for a deposit / having enough money for fees or new furniture. You’ll be able to simply calculate the exact date that you will reach your goal and be able to buy that something special!

What's included?

Claire Sweet Mockups

Four workshops / instructional videos with easy to action steps teaching you the four keys to organising your finances and creating a pot of money for whatever it is you are trying to save up for.

Available to you 24 / 7 so you can fit them into your busy life and get started as soon as you’re ready!

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Hey, I'm Claire!

I’m an award-winning Financial Adviser and Money Coach, specialising in supporting business owners to organise their finances and grow their wealth in a sustainable way.

Myself and my family went through an eventful experience when buying our dream home four and a half years ago, having to wait twice for other buyers to pull out… but it was meant to be.

I had to show that my rapidly growing business could support a bigger mortgage and find a lender who would allow us an interest-only loan, with deposit money coming from the sale of two properties and some other factors that meant we were not a standard case.

But it was worth it -  We love the peace and space we have now!

We have finally moved to our 'forever house' on a 4.5 acre plot, where we spend a lot of our time outside with our small herd of alpacas.

I’ve been helping my clients to organise their finances and arrange their mortgages for more than 14 years… So you’re in safe hands here!

I’m here to help make sure this process flows as smoothly as possible for you, and that you land your dream home with more ease and less stress.

Are you ready?

Unknown
Unknown

I’m an award-winning Financial Adviser and Money Coach, specialising in supporting business owners to organise their finances and grow their wealth in a sustainable way.

Myself and my family went through an eventful experience when buying our dream home four and a half years ago, having to wait twice for other buyers to pull out… but it was meant to be.

I had to show that my rapidly growing business could support a bigger mortgage and find a lender who would allow us an interest-only loan, with deposit money coming from the sale of two properties and some other factors that meant we were not a standard case.

But it was worth it -  We love the peace and space we have now!

We have finally moved to our 'forever house' on a 4.5 acre plot, where we spend a lot of our time outside with our small herd of alpacas.

I’ve been helping my clients to organise their finances and arrange their mortgages for more than 14 years… So you’re in safe hands here!

I’m here to help make sure this process flows as smoothly as possible for you, and that you land your dream home with more ease and less stress.

Are you ready?