NICOLE BREMNER · WEALTH STRATEGISTThe Wealth Edit
A 90 minute, one to one conversation for women whose wealth has become more complicated than it needs to be.
£295 · 90 minutes · Online · Written summary
IS THIS YOU?
You've built something. It's got complicated.
Property in your own name and in a company. A pension or three. Shares in a business. An inheritance on the way, or one that's already landed.
Perhaps a divorce settlement that hasn't been sorted. Each piece made sense on its own. But nobody has looked at the whole picture.
You don't need a product. You need one clear conversation with someone who has been there.
WHAT YOU LEAVE WITH
1.
Your three priority decisions, in order. Not a list of everything. The three that matter most this year.
2.
The mistakes to avoid in the next twelve months. The expensive ones. The ones I've made, and seen made, hundreds of times.
3.
A written summary and a clear next step within 48 hours. Whether the next step is me, a regulated adviser, or nothing at all.
WHY ME?
Made, lost and rebuilt £millions.
Then wrote the books.
25+ years
Chartered Financial Planner (Aus), soon UK
3
Books on investing, property and tax
127
Property builds and renovations
+100k
Followers across all platforms
“My sessions with Nicole were nothing short of life-changing. The strange thing was that I had a fairly good grip on my finances, but I lacked self belief. I was very much caught up in the narratives of family, friends and colleagues around me, most of whom had bigger pensions, were on track to pay off their mortgages, but were delaying retirement and worrying about the future.
I think the thing that Nicole did was to run my numbers and reassure me that my habit of saving and investing, especially once my children were no longer dependent on me, had delivered the freedom I craved. Nicole assured me I would be ok, and, in a heartbeat, I handed in my notice.
I continue to be one of the small group of women who attend her Women’s Investment Boardroom lunches. Nicole’s wisdom, and knowledge is impressive and she truly cares about women reaching financial freedom.
Knowing what investing and understanding finances has given me, I am keen that other women also gain these skills and insight and I know this drives Nicole, too.
If you’re feeling trapped and that you need to just ‘put your head down and dig in for the next five or ten years of indefinitely’ before you can feel secure and able to spend your precious time and health on what is important to you, then speak to Nicole. At the worst, you will have a plan and a timeline and you will be in control. At best, you may find that freedom and happiness can start right now. S.K.
Working with Nicole has been really helpful. I’d felt overwhelmed looking at finances across multiple personal and business accounts after taking some time out to focus on motherhood. We looked at short term and longer term personal and business goals and different strategies to explore. Nicole has great empathy and understanding when discussing sensitive topics and was very flexible and contact to keep up the support and momentum. She’s also well connected and had some great recommendations and referrals. I’d definitely recommend working with Nicole. K.F.
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“What worked very, very well for me was having the space. You were able to create that space for me to voice how I felt about something, explore possibilities, and, most importantly, I felt heard. I felt there was a trust between us…” D.N.
HOW THIS WORKS
Book a time. Pick a slot that suits you and pay securely.
Complete a short questionnaire. Twenty minutes. It’s how I arrive prepared so we can spend the call on decisions not background.
90 minutes and then your written summary. Your top decisions, the mistakes to avoid and the next steps in your inbox within 48 hours.
Is this financial advice?
No. The Wealth Edit is guidance and coaching. If you need regulated advice afterwards, I'll tell you, and I'll tell you what to ask for.
What if my situation is a mess?
Those are my favourite calls. Bring the thing taking up the most headspace. That's where we start.
One conversation. Then clarity.
£295 · 90 minutes · online · written summary
Nicole Bremner completed a Bachelor of Commerce Financial Planning followed by a Post Graduate Diploma Financial Planning making her the youngest Chartered Financial Planner in Australia at the time. In the UK she is completing her Diploma of Regulated Financial Planning and is a qualified Financial Coach.
The Wealth Edit is financial guidance and coaching and is not regulated financial advice. Books: Bricking It · Bricked It · Taxed to Death.