Wealth Education Workshops
Our hands-on workshops are designed to make wealth education accessible and enjoyable for the whole family. We teach essential financial concepts like saving, budgeting, investing, and risk management, with age-appropriate activities for children and in-depth discussions for adults.
Benefits
Clients leave with a family financial action plan, improved understanding of wealth concepts, and strategies to instill financial literacy in their children. Our workshops build confidence and set families up for long-term success.
Engagement
Available in both in-person and virtual formats, our workshops are interactive and family-friendly. Participants engage in group exercises, breakout sessions, and practical challenges that make financial education come to life.
Financial Coaching & Consulting
Our personalized coaching and consulting services cater to families and small businesses. We help develop custom wealth-building strategies, manage budgets, plan investments, and navigate complex financial decisions with clarity and precision.
Benefits
Get expert guidance tailored to your unique financial goals and circumstances. We provide accountability, practical tips, and detailed strategies that empower you to take charge of your financial future.
Engagement
Clients can choose from one-on-one sessions, small group coaching, or ongoing consulting packages. Each session comes with a comprehensive financial assessment and a step-by-step action plan.
Youth Financial Literacy Programs
Our engaging youth programs are built to teach kids and teens essential money skills in a fun, interactive way. Using stories like Granny Lume, games, and real-world simulations, we ensure that the next generation is equipped to make smart financial decisions.
Benefits
Children learn to save, budget, and understand the value of money through entertaining and age-appropriate content. These programs set a strong financial foundation and empower kids to make informed choices as they grow.
Engagement
We offer partnerships with schools, community organizations, and family events. Sessions can be delivered as workshops, consultation, or online classes that keep young participants engaged and inspired.
Wealthittude Content Series
Our content series offers easy-to-digest financial tips, relatable stories, and practical wealth-building lessons for families.
Benefits
Stay informed and inspired with regular content that simplifies wealth education and makes it relevant to everyday life. Our social media channels provide a supportive community where you can ask questions, share ideas, and celebrate your financial wins.
Engagement
Follow us on Instagram, Linked In, Facebook. YouTube and Tik Tok to join our growing community. Participate in live Q&A sessions, comment on videos, and access exclusive content designed to make wealth conversations engaging and meaningful.
Estate Planning Services
We offer comprehensive estate planning services to help clients secure their legacy and protect their family’s future. From drafting wills and establishing trusts to understanding tax implications and asset distribution, we guide families every step of the way.
Benefits
Ensure your wishes are respected, minimize estate taxes, and protect your loved ones from legal complications. Our personalized approach makes estate planning straightforward and effective, giving you peace of mind about your family’s future.
Engagement
Clients can engage with us through private consultations, family estate workshops, or collaborative planning sessions with their financial advisors.
Income Protection & Risk Management
We provide income protection and risk management strategies to safeguard your financial stability in the face of unexpected events. Our services include life insurance planning, and strategies for protecting your income and assets.
Benefits
Gain confidence knowing that your family’s financial needs are secure even in uncertain times. We offer tailored solutions that align with your long-term wealth goals and provide protection against unforeseen circumstances.
Engagement
Our team works with you to assess your risk profile and recommend insurance and protection plans that meet your specific needs. We offer ongoing reviews and adjustments as your circumstances change.
