How our package works (Please Read Carefully):

When you purchase our package, you'll receive an email within 24 hours which will contain:

- Your unique discount code to access the foundation course - How To Start Investing without The Overwhelm, which will take around an hour in total to watch. It's really important you watch this before your In Person session with Lise and James.

- Instructions to book your session with Lise and James

- WhatsApp support details, we'll set these up just prior to your In Person session.

Your discount code is one-time use only and personal to you.

What This Package Gives You:

You're worried about your financial future and you're ready to start doing something about it and feel you need some further education and confidence to make the right decisions for your specific situation.

You've watched videos, read articles and maybe even opened accounts you never used. The problem isn't information, it's applying it to your situation.

This package gives you 2 hours with Lise and James building YOUR plan, 3 months of direct WhatsApp support, and a team in your corner when it gets overwhelming.

30 Days - From 'I don't know where to start' to actively investing' you'll be thinking clearly and have a plan.

1 Session - A clear investment plan mapped to your reality

3 Months - Personal WhatsApp access to Lise & James for any questions

What's Included:

✓ Online Foundation Course - Before your personal session, you'll take our video course - How To Start Investing Without The Overwhelm.

This gives you the essentials you need to understand what you’ll build later.

10 videos, 3-7 minutes each, under an hour in total.

You'll arrive at your in person  session with us knowing the basics - inflation, compound interest, risk, platforms, funds which is a great jumping off point and that we can then start looking at your specific situation for our 2 hour session.

✓ 2 hour In-Person Session - A focused, private, in-person session with Lise & James. We review your situation, give you the tools to build your plan, and help you understand how to make decisions with confidence

✓ 3 Months WhatsApp Support - Direct access to Lise and James when you need clarity or reassurance

✓ 30-Minute Follow-Up (Zoom, 1 Month Later) - Check what's working, adjust what isn't, make sure you feel steady and on track

Who This Is For:

You're ready to start investing but want to understand your situation and how to navigate it for the best possible financial future, not just information. You have specific questions that generic content can't answer. You want accountability and ongoing support, not another course you'll never finish.

Important:

At The Money Conversation we teach you how money works so you can make your own empowered decisions. We are financial coaches, not financial advisors. Markets can go up and down and your money is at risk.