Lisa is the host of Working Women's Wealth with more than 215 episodes listened to in over 125 countries
Trying to choose an investment... Without 100% Confidence it's the right one for you?
The Secret To choosing an investment:
How to Ensure Every Cent You’re Investing will Grow your Wealth and get you closer to Your Financial Freedom
Use the 6 P's of investing to choose the investment that's right for you - not your family, not your friend, not someone else - YOU. From now on, enjoy Stress-Free Investing
“We needed clarity and support in understanding in how we could get the best out of our money.”
As a married couple of 24 years, we co-own and run a business together.
Besides providing sufficiently for our long term future, we really wanted to make sure that we had sufficient means and a buffer to navigate challenges, financial curve balls and to be in a position to say yes to business and personal opportunities as and when they arose.
Lisa was amazing. She provided the deep analysis, direction and financial mentorship that we both needed in our personal lives and in our business. She gave us practical examples and tools.
This not only helped us make the shift that we were looking for, it provided us with the buffer we needed when Covid hit - We more than survived. We thrived.
We are extremely grateful for the in-valuable role Lisa has played in our lives and our business.
According to the 2022 Dunbar research
They lack the knowledge they need to invest their own money
they try and time the market and end up not being invested when they need to be
If you missed the 10 biggest days of the market (out of 7,304 days or 10 years), your investment would be worth half what it would've been (J.P. Morgan)... and in order to match the returns of someone constantly invested, you'd need to be right in timing the market 82% of the time... and almost no one ever is.
Which maybe doesn’t sound so bad, except when you add the fact that most people have old-fashioned products and investment advisers who charge way too much money
And here's the problem... the investment industry hides the fees, charging them in a way you need to dig to find...
It’s NO WONDER people worry about the cost of their trip and is it going to be worth it.
With so much potential for your hard-earned money NOT to grow
who wants to bet their savings on investing with so many possible sour endings?
In my first year of working, I met the most wonderful lady... let's call her Shanita for privacy's sake.
Shanita had been left R300,000 by her father 23 years before I met her, and she'd taken the money to an adviser tied to an old insurance company that had invested it for the 23 years.
I calculated that instead of having just over R6 million (which she would have had if she had just invested it in the market over that time period) she had just R691,440... That's R5.3m less or 91.3% less money... JUST BECAUSE OF HIGH FEES AND BAD CHOICES.
What made it worse was that the adviser she had continued to pay each year through her investment fees had NEVER ONCE visited her or reviewed the investment. Not once in 23 years.
I could tell you many more horror stories. But I won't. I'll just say...
It's the reason I'm passionate about teaching people about money... it breaks my heart to see how bad advice and high fees from a company you should have been able to trust destroy wealth.
These are moments you will remember, IF you do the work now to understand investing and learn how to choose the right investment. To do that, we help you understand and follow a step-by-step process rather than listen to the advice of well-meaning friends or blindly trust someone with your hard-earned cash because you don't know what questions to ask.
Investing hundreds of millions of Rands for my clients has enabled me to master the way I teach investing, and I want to give you that recipe for investing!
I can't wait for you to enjoy Peace of Mind knowing you're sorted with my online course
Stress-Free Investing
The step-by-step method to choosing an investment in half an hour even if you've never invested before and don't have a lot of money
Perfect for Busy women with little time to learn & don't know who to TRUST!
Whether you're employed, self-employed, have a side-hustle, inherited money
Enable you to choose the right investment product that meets your unique circumstances - helping you to cut out the noise of what others are doing and know WHY you're choosing the right one for you
Enjoy peace of mind that you're invested correctly, and that your money's working for you without needing to go to investing school (which would eat away at a whole lot more cash!!!)
Know exactly the steps to take to choose the right investment for you - avoiding all those countless google searches and conflicting personal opinions!!!
Secure the best spots for food, parades, and fireworks ahead of time so you don’t have to waste your vacation time trying to plan.
Decrease the effect of crowds by knowing where and how to navigate the parks (perfect for vacationers that have to travel during a typical busy time).
Transform even the worst weather day into a magical memory full of fun surprises.
Know that your dollars are being spent on a vacation that will make memories to last a lifetime.
It's time for you to enjoy peace of mind KNOWING you're doing what you can to live now AND save for the future (even if you still have a way to go) because you are investing what you can in the right way that will grow your hard-earned cash to pay for your future so your kids don't have to
“It has made me feel less afraid and more empowered then ever to choose the life I'd like to create”
My husband and I had just turned 40 and decided it was time to get serious about securing our future.
I had always avoided the money talk and found it so overwhelming to think or talk about.
After meeting Lisa we not only changed the way we thought about money but also helped us have a shared vision of how we would like to spend our money and save at the same time.
No more money-related arguments and best of all Lisa is always right there to support and encourage us along the way. It has made me feel less afraid and more empowered then ever to choose the life I'd like to create.
A million times - thank you
Module 1: What's this money for?
The two p's that will change your approach to investing
Most people who want to invest make one of two mistakes. They listen to the wrong advice (your friend, neighbour, brother or work colleagues!), or to none at all. In this module, you’ll learn how to apply the cornerstone of investing principles from a Certified Financial Planner who invests hundreds of millions every year.
Even if you’ve invested before, you’ll use our one-of-kind investment assessment to ensure you’re investing in a way that works for you, your unique circumstances and your goals (and not your friend, neighbour, brother or work colleagues!)
At the end of this module you will...
Bonus 1: investment basics
the picture guide to simplify the jargon investment people use
There are hundreds of different types of investments to choose from, and thousands of companies that provide them! That means that you want to know exactly which ones apply to your needs without wasting time. The problem is, it sounds like a different language!!! I’ll show you a simplified way to understand them all, including a list of questions to ask when someone mentions an investment you don't yet know about.
Module 2: maximising success
protecting your investments from the biggest money destroyer
The research shows again and again that there is one factor that wipes out more money from people's investments than any other. YOU. Investors destroy more of their investment growth than anything else. And it's the reason for an entire industry of research called Behavioural Finance - they study why humans don't act the way a spreadsheet says we should, and how to change that to set yourself up for success. It could lead to have almost 3x more money
In this module, you’ll learn how to avoid the common mistakes most people make and set yourself up for success. We'll also leverage the latest research to make sure you you have the most recent strategies for overcoming the most common pitfalls
At the end of this module you will...
Bonus 2: spread your risk
a new understanding of the least understood tool for success
If any one of us knew exactly what the future would hold, we'd be gajillionaires… but we don't. If you do, come tell me!
No one predicted Corona, no one predicted the impact tweets could make on markets, and no one predicted the fallout from Russia and Ukraine - events which rock the world markets despite living far away...
So how do you protect yourself from something you can't predict?????
Diversification. Yip, big word, like marmalade… but I'll make it super simple to understand. At the end of this little nifty bonus, you'll know exactly why it's one of the best ways to protect your long term investments.
Module 3: IMPLEMENTATION
Know exactly which investment will work for you and get it!
For those that are brave enough to invest, three of the biggest mistakes people make are:
Based on the work in module 1 or 2, we'll narrow down those choices so you don't have to and explain the WHY behind the choice you're making so you feel confident to invest
At the end of this module you will...
Feel confident in which investments will suit YOUR needs and why
Bonus 3: Take action
A live walk through opening an investment account
Most people think opening an investment account is unbelievably difficult. Many times it is.
But you'll watch me open one - and regardless of which one you choose, just doing it with me step by step will show you the commonalities between them all.
It's truly straight forward if you have someone to guide you!
I can't wait for you to enjoy Peace of Mind knowing your investments are sorted with my online course
Stress-Free Investing
The step-by-step method to choosing an investment in half an hour even if you've never invested before and don't have a lot of money
Total Value = 13,687
Regular Price = 2900
“A really strong testimonial that confirms the transformation that is waiting for them.”
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If you take this course, and you're unable to choose your next investment, you deserve your money back.
If you stay stuck because the 6 Step Process doesn't work for you, we will issue you a refund - no matter how long ago you bought!
Make it Count
Many people can only afford to go to Disney once every couple of years, so you’ll want to make.it.count.
Plus, unless you’re accustomed to planning this type of trip, there’s a lot you don’t know that you don’t know. By the time you get there, it’s too late!
All of the best restaurants and rides will be booked, and your choices will be either to wait in super long lines, or miss the experience altogether. #sadface
The small investment in Once Upon A Day will ensure you’re not going to miss anything you truly want to do!
Let’s Sprinkle Some Pixie Dust On Your Next Vacation With Our New Course
Once Upon A Magical Day
Enjoy a memorable, stress free trip you’ll be talking about for years to come with the ‘Mickey Tested’,
step-by-step planning system for families that want to make the most of their vacation.
Total Value = $$$$$
Regular Price = $$$$
One of the great things about Disney World is that it isn’t like ANY theme park you’ve ever been to. Whereas most parks are fully outdoors with boring queues, Disney is more than 50% indoor experiences with interactive queues. That means there will be PLENTY of time to escape heat and crowds, plus with our strategies, you’ll be able to avoid waiting in lines. These are the biggest factors for epic meltdowns.
As professional Disney goers, we know every amateur mistake you can make (we’ve made them!) and have easy to deploy quick tips that ensure you make it back to your hotel with a happy tired kid and not a mini Cruella de Vil.
“A really strong testimonial that confirms the transformation that is waiting for them.”
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When people tell me "I'm so lucky" to be financially free... I just smile half-heartedly.
I remember the time I convinced my sister and her family to take a last-minute trip to Disney. We literally planned the vacation in three days, and at the time - it seemed so crazy.
Four weeks later, the pandemic hit, and Disney World closed for months. And when it reopened, many of the experiences were still closed.
he looks back on that trip and regularly reminds me how thankful she is that she just did it, not knowing what the future held. Even with so little time to plan, she had an incredible vacation that her kids STILL talk about to this day.
Your kids aren’t getting younger, time isn’t going to slow down, there’s always going to be a reason to delay something like a Disney vacation. Take it from me. Don’t.
Seize the moment and have the confidence that with Once Upon a Magical Day, we’ll be here to make sure your moment is as amazing as it can be.
I can't wait for you to enjoy Peace of Mind knowing your investments are sorted with my online course
Stress-Free Investing
The step-by-step method to choosing an investment in half an hour even if you've never invested before and don't have a lot of money
Total Value = 13,687
Regular Price = 2900
Privacy - contact us - lisalinfield.com
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