In the final instalment of the 4 part STAR code series, our host Emma Wright, a chartered financial planner and 5-star-rated financial coach, reveals the essence of the STAR code - a unique formula unlocking personal and financial empowerment.
The STAR code, representing Soul, Time, Abundance, and Real Returns.
This episode focuses on the 'R,' emphasising the significance of Real Returns beyond mere financial gains.
Highlights:
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Introduction to the STAR code: Soul, Time, Abundance, and Real Returns.
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Evaluation of personal wealth using the Wheel of Wealth.
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Beyond traditional financial metrics, the wheel assesses wellbeing, energy, lifestyle, and health on a scale of 1-10.
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Uncovering the impact of creating real returns.
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Invest their time, energy, and money with intention, treating spending as a present moment investment.
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The episode concludes with practical advice on tax-led investment planning, showcasing three accounts to give surplus wealth a purpose: S&S ISA, pension, and venture capital investment.
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Importance of spending with intention for present moment investment.
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Invitation to a live masterclass on January 25, 2024, sharing insights on building a £100k independent financial planning business based on the STAR code.
Resources:
Connect with Emma through a 1-on-1 below or chat or email her at hello@myindependentwealth.com
Join Emma’s free Facebook group HERE
Visit the Independent Wealth Website for other wealth resources