WEALTH Opportunity Review · PRIVATE WORKING SESSION
You’re Earning Well But Building Slow.
Let’s fix it together.
Investments, pensions from different employers, savings and assets back home. You want to know how they fit together, what needs attention and where to start. Wealth Opportunity Review gives you focused time with me to work through your financial picture and leave with clear priorities.
In one private 120-minute session we go through your position together. We will identify where you stand, what needs attention and what to do next, so you can prioritise.
I provide the structure, financial education and a private working session. You control every decision and leave with a clear way forward.
Introductory price
£197
Planned standard price · £497
- Pre-work so the session starts with your real position
- One private 2-hour working session
- One optional 60-minute follow-up
- Your spouse or partner may attend where relevant
After payment, choose the available date and time that suits you.
15+
Years of personal investing experience
80+
Professionals in the MoneyGist UK community
40+
Joined the 2026 Wealth Transformation Programme
89%
8 of 9 exit-survey respondents would recommend
THE PROBLEM
You’re Not Struggling. But You Can Do Better.
You earn well. You’re good at what you do. From the outside everything looks like it’s working. But you know your money isn’t doing much, and hasn’t been for a while.
01
You are not sure you are making the best use of what you have
You have put money aside and made financial decisions over time. But the investments, savings, pensions and assets have accumulated in pieces.
Some parts may be doing their job. Others have not been reviewed in years. You want to work out what deserves attention before making another disconnected decision.
02
Your finances have too many moving parts
You already know what an ISA is. You have heard about pensions and salary sacrifice. But your questions are a bit more specific. What happens when your situation spans two countries? What if you plan to relocate again in future?
A YouTube video might explain the concept but it cannot help you see the full picture.
03
The same questions keep moving to another weekend
You make a note to revisit an old pension, check an account back home or organise your investment records.
Then work gets busy. Family needs something. The question is pushed to another weekend and you start the research all over again.
You do not need to become a “finance guru”. You just need a clean view of your money and a short list of what to do when.
THE TRUTH
You Don’t Need Another Course. You Need Someone To Sit With You.
You are not paying for information. You are paying for clarity and someone to get you past the point where you would normally stop.
That is what the Opportunity Review is for.
We take the questions that have been circling in your head, put the relevant pieces in one place and work through them in a sensible order. You leave knowing what you have decided, what still needs answering and what to do first.
“I would value mentorship. So if there is something, even if it’s an app, so I feel as if I’m not alone. I’m not lost.”
Wealth Transformation Programme participant
This is education and a structured working session. I will not choose an investment for you or tell you what to buy, sell or transfer.
Modupe S. – Founder, MoneyGist UK
WHY THIS EXISTS
Sometimes You Just Need To Talk To Someone
Hi, I’m Modupe. When I moved to London, I went from being the personal finance guy in my circles to realising just how much I didn’t know about investing abroad.
I wasn’t new to investing. I had been investing my own money for over 15 years. But the UK system was new to me. And it wasn’t unusual for me to spend weekends with ten browser tabs open, watching explainer videos on ISAs, SIPPs, investment platforms and tax rules.
It still took me about a year to feel confident enough to make my first investment here.
My transition did not come from discovering any new secret. It came from a conversation. One that helped me answer the core question at the back of my mind and take action after a year of research.
In January 2026, over 40 professionals joined my 30-Day Wealth Transformation Programme. The feedback afterwards showed clear demand for more structured support.
Some people wanted a group programme. Others wanted someone to sit with them and work through the details.
The Wealth Opportunity Review is for that second group.
This is financial education and support, not personalised financial advice. I will not tell you which investment to buy, sell or transfer. Where you need regulated, tax or legal advice, I will say so clearly.
WHAT YOU LEAVE WITH
Your Financial Picture Made Clear
Imagine ending the call and not feeling the need to research any other thing. You know where you stand, what needs attention, and what you are doing next.
YOUR POSITION IS CLEAR
The question is no longer circling in your head
Your current financial position is clear. You know which assets are where, what you bought when, all in one view, including the pieces you had lost track of.
THE OPTIONS MAKE SENSE
You know what matters now
You know which accounts, assets, or funds need your attention, what can wait, and what needs a regulated professional.
YOU CAN ACT ALONE
You can move without starting the research again
You have enough context to take immediate action. You no longer worry there is something you’re missing.
THE CALM METHOD
One Session. Clear Outcomes.
The framework guides the conversation, but we focus the time on the questions and priorities that matter to you.
C · CLARIFY
Understand what is true today
Start with what you have, what you owe and what you want. Use your financial inventory to identify missing information and unresolved questions.
A · ASSIGN
Give each part a purpose
Consider the role of each investment, account, pension or asset in your wider plan. Identify where the pieces do not yet fit together.
L · LEVERAGE
Identify what needs a closer look
Explore the relevant UK and cross-border questions, opportunities and trade-offs. Separate what you can investigate yourself from what needs regulated or specialist advice.
M · MAINTAIN
Keep the system organised
Set a review rhythm and a practical sequence of next steps. The aim is a structure you can maintain without ongoing support from me.
HOW IT WORKS
A Focused Session. A Useful Record. A Clear End Point.
BEFORE
Prepare the financial picture
Complete the intake and financial inventory. Your Global Net Worth Dashboard and 14-day Wealth O/S trial are included. Missing information becomes part of the work; you do not need to arrive with every question answered.
WORKING SESSION
Two hours to work through it
We work through your financial picture, goals, unresolved questions and priorities. You decide what’s important and make your own decisions. Your spouse or partner may attend where relevant.
AFTER
A record you keep track of
You receive a concise record of the priorities, decisions and next steps agreed during the session. Not a lengthy report or personalised investment recommendations.
OPTIONAL FOLLOW-UP
Tackle any last-minute hurdles
One 60-minute follow-up is included. Use this to address anything that comes up while implementing your plan.
If needed, you must arrange for it to take place within three months of the first session.
THE TOTAL PACKAGE
Everything Included in Your Wealth Opportunity Review
What’s included
Value
Pre-work and preparation
A short form and the Global Net Worth Dashboard and Wealth O/S trial so the session starts with your actual position.
Included
Private 2-hour working session
Focused time to assemble the moving parts, work through your questions and agree what happens next.
Included
Optional 60-minute follow-up
Book it if a question arises after you start implementing your plan. Must take place within 3 months of the first session.
Included
Partner attendance where relevant
Your spouse or partner may attend where the finances are jointly held or decisions need to be made together.
Included
Wealth Opportunity Review
Introductory price
£197
Planned standard price · £497
Money-Back GUARANTEE
If You Change Your Mind, You Get Your Money Back
If you change your mind before your session begins, email me and I’ll refund you in full. No questions asked.
Your statutory rights are not affected.
WHAT PEOPLE SAY ABOUT MODUPE’S TEACHING
Clear Explanations Are Useful. Progress Is Better.
“In just 30 days, I made more progress than I had made in months!”
Participant, Wealth Transformation Programme
“I thought I needed a financial adviser and I was about paying one a significant annual fee but after the course I realised I could manage it myself with discipline and a committed plan.”
Participant, Wealth Transformation Programme
“I learnt a lot on the sessions on property, pensions and wills.”
Sandra, London
These testimonials are from participants in the 2026 Wealth Transformation Programme, not the Wealth Opportunity Review. They describe experiences of my teaching and frameworks. Individual experiences are not a guarantee of future results.
A CONSIDERED FIT
This Is Not for Everyone
This is for you if…
- You have investments, pensions, property, or old accounts in more than one place and no single view of them.
- You have assets, responsibilities, or future plans that extend beyond the UK.
- You want to make better sense of the investments, savings and assets you have accumulated.
- You understand some concepts but still have a live question in front of you or some decisions sitting unfinished.
- You want a focused private working session with room for your own questions.
- You want a system you can maintain, not someone to manage your money indefinitely.
- You are willing to make your own informed decisions and complete the follow-up action by yourself.
This is not for you if…
- You want someone to tell you exactly which investment to buy, sell or transfer.
- You are looking for stock tips, market predictions or guaranteed returns.
- You need regulated financial, tax or legal advice.
- You want someone else to do the work for you or be in control of your accounts.
- You want weeks of ongoing accountability rather than a coaching session.
QUESTIONS YOU MAY BE ASKING
What May Be Holding You Back
“Why not just pay a financial adviser?”
You may actually need one.
The Opportunity Review does not attempt to replace a regulated financial adviser. It serves a different function.
An adviser can make regulated recommendations about particular investments. I provide financial education, structure and working frameworks so you can organise your financial picture and decide your own next steps.
“I can figure this out by myself.”
You probably can.
The question is whether you want to spend more weekends piecing the same information together, or work through it in a clear sequence with someone who has already been where you are and who can point out the obstacles from their own experience.
You are paying for focused private attention, a structured conversation and a concise summary of what comes next.
“I do not want another long programme.”
The Opportunity Review is one 120-minute working session, with an optional 60-minute follow-up.
Complete the pre-work, then use the session to work through the priorities in front of you. You receive a concise written summary within 72 hours. The optional follow-up takes place within three months with no further demands on your time.
“My situation may change if I leave the UK.”
That possibility belongs inside the conversation, not outside it.
Relevant cross-border questions belong in the financial picture, including existing assets elsewhere and a possible future move. This does not include personalised tax or legal advice for another country.
“I do not want to hand over my financial information.”
You don’t have to.
You complete the intake and financial inventory and decide what information to discuss during the session. You do not provide passwords, account access or login details.
“What am I paying for beyond the conversation?”
A clear record of the priorities and next steps you worked through. Plus the option to return for a follow-up session in 3 months.
The introductory price is £197. The planned standard price for this new version is £497.
If you prefer guided work in a group setting, the Wealth Reset is an alternative.
THE PRACTICAL DETAILS
Frequently Asked Questions
How do I book the session?
Use the payment link on this page. After payment, choose from the available dates and times. You will receive an email with the calendar invite, the meeting link and the pre-work form.
What is the pre-work?
A short form asking what you hold, roughly where, and what you most want the session to settle. It takes a few minutes and it means we start on your actual position instead of spending the first half hour on background.
You decide what you are comfortable putting on it. You do not need to provide account details or access to your financial accounts.
What can we cover in 120 minutes?
Your position across the accounts and countries that apply to you, the decisions in front of you and the order they belong in. We agree the focus at the start, then work through it.
We get as practical as necessary so you can move forward by yourself afterwards.
How does the follow-up work?
You can book one 60-minute follow-up call after your session, if you want it. Use it to check progress or clear a question that appeared once you started working through the map. It is included in the price.
Can my spouse or partner attend?
Yes. Your spouse or partner may attend where the finances are jointly held or the decision needs to be made together. You remain the primary client.
Will you tell me what to invest in?
No. I will not provide personalised recommendations about what you should buy, sell, invest in or transfer.
The session provides financial education, structured decision frameworks and a place to work through your options. You remain responsible for every decision.
Can we discuss finances or assets outside the UK?
Yes. We can work through how your international position affects the decisions in front of you.
The session does not include personalised cross-border tax, legal or regulated financial advice. Where specialist advice is needed, I will say so.
How does the money-back guarantee work?
If you change your mind, email me before your session begins. I will refund you in full. No questions asked.
Your statutory rights are not affected.
YOUR NEXT STEP
You Can Go Back To YouTube.
Or We Can Answer Your Questions in One Session.
Payment takes you straight to choose your session time.
PREFER GUIDED GROUP SESSIONS?
Explore Wealth Reset
The Reset helps you organise your whole financial picture and decide what needs attention, with guided working time and practical tools.
NOT SURE WHERE THE GAPS ARE?
Take the Free UK Wealth Leakage Audit
See where idle cash, tax drag or scattered financial decisions may be slowing your progress.
Educational information only. MoneyGist UK provides general financial education and structured decision support. It does not provide personalised financial, investment, tax or legal advice. MoneyGist UK is not regulated by the Financial Conduct Authority. Nothing on this page recommends a particular investment, platform, purchase, sale, contribution or transfer. Appropriate decisions depend on your circumstances. The value of investments can fall as well as rise, and you may get back less than you invest.