WORK WITH MONEYGIST UK
What brings you here today?
Whether you need to start investing or you’re looking to strengthen your earning power, there’s something here for you.
START WITH THE REAL QUESTION
Why Are You Here?
The best offer is the one that addresses the problem in front of you.
GET ORGANISED
Your finances are all over the place
You have investments, pensions, and assets in more than one account or country but you are not sure how it all fits together.
Invest Confidently
You need your money working hard
ISA or SIPP? Stocks or Gold? Dividends or Growth? Learn how to answer these so you get past the hurdles holding you back from building a portfolio you are proud of.
Grow Earning Power
Get more out of what you know
Grow your income with what you already know. Use your skills and experience to create more career and earning opportunities.
GROUP SESSIONS
Learn with your people
For communities, professional groups, teams, and organisations that want a collective financial wellbeing session.
Get a Reset
“I know what I should be doing, but everything feels so scattered and I keep putting it off.”
When you need to tidy up your finances and build a structure around your goals, investments, pensions, and multi-country priorities.
SELF-PACED PROGRAMME
Wealth Transformation Programme (Free)
A structured email/video course that guides you through the fundamentals of wealth building, from financial goal setting to investing for the long and short term.
INTERACTIVE WORKSHOPS
The MoneyGist Wealth Reset
Guided working sessions to bring your financial picture together, identify your priorities, and start taking action.
PRIVATE 1:1 COACHING
MoneyGist Opportunity Review
A private working session to talk through your money, your career, or both. Let’s identify where the opportunities are together.
START INVESTING PROPERLY
“My foundations are fine. I specifically need to understand what to invest in and how.”
This is for you if your main question is how to grow a strong investment portfolio without becoming an amateur stock broker.
SELF-PACED PROGRAMME
MoneyGist Investing Blueprint (UK Edition)
A structured digital course for organising your investing process, choosing sensible routes and building a calm long-term portfolio.
INTERACTIVE WORKSHOPS
MoneyGist Portfolio Mastery
Advanced investing workshop to help turn your investing plan into a resilient portfolio, with guided implementation, Q&A and a detailed Investment Clinic.
Increase Your Earning Power
“I know I’m capable of more, but making a career move feels so risky, so I stay where I am even though my income has stalled.”
Extract more value from your skills & experience. Use your most valuable asset, what you already know how to do well, to grow your wealth.
INTERACTIVE WORKSHOPS
MoneyGist Career Capital
Identify the value hidden in your job titles, communicate it clearly, and create more deliberate career and earning options.
BRING MONEYGIST TO YOUR ORGANISATION
Group Sessions on Career & Money
INTERACTIVE WORKSHOPS
MoneyGist Wealth Circles
Interactive workshops that help global professionals make better decisions about their money and careers so they can build long-term wealth and the life they want.
LOOKING FOR TOOLS INSTEAD?
Browse the MoneyGist Resource Library.
For apps, templates, quick guides, and other useful material or external links, check out our Resources page.