David Hole Money Coach - 1 HOUR ONE-TO-ONE COACHING SESSION

• Coaching
• By David Hole

Money Toolkit for Life - DHMC

• Course
• By David Hole

Private Pensions & Workplace Pensions - DHMC Course

Confused about your Workplace or Private Pension? I'm so excited to launch this new course to help you understand the essentials about: - Workplace Pensions: Defined Benefit vs Defined Contribution schemes - Private Pensions: Stakeholder pensions & SIPPs - Key factors to review in your pension for maximising your income in retirement.

• Course
• By David Hole

Protection; a Review of All Options - DHMC Course

An insight-packed course designed to demystify protection planning and help you take control of your financial future. From life insurance to income protection, David Hole Money Coach asks all the right questions to Matt Thomas to break down the must-knows - and the common mistakes - so you can protect what matters most. What You’ll Learn: - Why life insurance isn’t one-size-fits-all - and how to tailor it to your needs - The power of trusts to keep payouts tax-free and estate-friendly - How to secure your income if illness or injury strikes - Smart, tax-efficient protection strategies for business owners - Why Relevant Life and private medical cover are on the rise - How to align protection with wills and inheritance planning for full peace of mind

• Course
• By David Hole

Setting Clear Financial Goals - DHMC Course

A mindset-shifting course designed to help you take control of your financial future by starting with what really matters - your goals. In this personal and practical session, David Hole Money Coach introduces his simple but powerful ABCD model, a four-quadrant approach used with every one of his clients. From understanding where you are today to defining your future dreams and what drives them, this course helps you turn big ideas into real financial plans - using SMART goals to make your future achievable, measurable, and meaningful.

• Course
• By David Hole

What I Own & Where I Keep It - FREE DOWNLOAD

If anything happened to you, would your loved ones know what you own & where you keep your assets? This document lists all of your assets, details about you and your bank accounts, credit cards etc - keep it safe and tell a loved one in case of the worst!

• Digital file
• 1 file
• By David Hole