When you are looking for advice about how to approach savings and investments, it’s hard to know where to start.
The MOB are here to power your point of change. And that means making your life easier when we can, so please start by using our free wealth-building roadmap and start where you are. You can work your way through all the resources step by step.
If you are in a place where you want specific advice, we have the fairy mobmother for you.
Jo Dean an award-winning Financial Adviser and 'Woman of the Year, Investment Advice' . Jo is the crème de la crème of investment advisors in the UK, only 14% of whom are women 🏆
Jo kindly gave up her time and some of her expertise for our mobsters in our first finance surgery of 2024 in January. We chatted state and private pensions, childcare benefits, trading platforms, insurance and wills among other things.
Mothers are ready for tailored advice around how to make their money work hard for them and make up the gap that is widened during income breaks from motherhood.
One of Warren Buffett's rules of investment is "Don't be frivolous. Don't gamble. Don't go into an investment with a cavalier attitude that it's OK to lose. Be informed. Do your homework."
We don't need to argue about the fact that there is nothing more lazer-focused on security and protection than a mother.
Women, but especially mothers, already have the mindset that great investors do, so women like Jo who know this have a impactful futures ahead of them
And The MOB aka (MUMS WHO BUILD) are helping mothers do their homework 📚
If you want specific advice, contact Jo on jo@avantiwm.co.uk for a free catch-up on your options.