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Our Services

Our financial planning support is a lifeline for the underserved, self-driven, and tech-savvy community whom traditional financial advisers often ostracise due to their limited resources. We aim to furnish accessible and affordable financial planning services to empower this segment to take charge of their financial destiny and cultivate their wealth. We believe everyone deserves the chance to thrive financially, irrespective of their background, and we are determined to make this a reality. Join us in breaking down the barriers to financial prosperity and unlocking boundless opportunities for all.

Customisable solutions tailored to fit your unique needs and budget.

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Subscription

Subscribe and gain access to our supportive community, where you can benefit from the latest financial services technology and our comprehensive financial education library. You can receive expert guidance and support anytime with unlimited group access for your questions and answers. Our community is designed to provide you with the tools and resources you need to control your financial future, grow your wealth and achieve your goals. If you're looking to improve your financial literacy, our membership offers a wealth of benefits to help you succeed. You can dial up and down service levels at any time.

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Membership

Access the latest end-user financial planning technology integrated with Open Banking and our extensive online financial education library. Our technology and resources are designed to help you improve your financial literacy and empower you to take control of your financial future. You can check your financial activation levels and track your progress as you learn and grow. Our user-friendly platform and innovative tools give you everything you need to achieve your financial goals. Join us today and see how our technology and education can help you reach new levels of financial success.

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VIDEO LEARNING PROGRAMME

Take your financial planning experience to the next level by attending our video learning programme. Gain exclusive access to expert insights from a self-made entrepreneur and property developer, Tony Byrne, right here on our platform. With years of experience and a track record of success, Tony offers valuable insights into the world of entrepreneurship and property development, sharing his knowledge and expertise to help you achieve your financial goals. Join us today and learn from one of the best in the business and see how to grow your wealth.

Design Your Future: No More Financial Fears!

You can build wealth with a financial plan identifying productive resources that can be leveraged through entrepreneurial opportunities to create a sustainable livelihood.

  1. Identify productive assets.

  2. Leverage entrepreneurial opportunities.

  3. Create a sustainable livelihood.

"Eradicating poverty is the greatest global challenge facing the world today and an indispensable requirement for sustainable development, particularly for developing countries. Priority actions on poverty eradication include improving access to sustainable livelihoods, entrepreneurial opportunities and productive resources." - United Nations.

At our firm, financial planning is not a means to sell investments; it's a transformative tool that nurtures your potential as the ultimate investment. Our mission is to educate our clients to build their wealth, brick by brick, using our unparalleled expertise and support. We envision a world where financial planning becomes the catalyst for eradicating poverty, and we are committed to making this a reality. With the proper guidance and resources, you can unleash your true financial potential and secure a brighter future for yourself and your loved ones. Together, let us harness the power of financial planning to break the shackles of poverty and create a world of boundless possibilities.

 

What Our Clients Say

Emma

"If you're considering working with Wealth Magic and you're not sure whether to take that first step, all I can tell you is it changed my life and now I am living a dream life that I never thought was possible. Really live the life you were born to live. Go ahead."  

Free Resources

FREE Life Plan Template

A step-by-step guidebook to financial planning, giving you the tools and resources you need to achieve financial success. You'll gain the confidence and clarity to take control of your financial future and build a life you love.

FREE Asset Audit

Free diagnostic tool from London Business School to get a snapshot of your tangible and intangible assets. Most people take around 5 minutes to complete this survey.

Financial Activation Quiz

Our Financial Activation survey is a free tool that helps you assess your ability, knowledge, skills, and confidence to manage your financial well-being based on evidence.

Life Expectancy Calculator

Discover your life expectancy and the likelihood of living to 100 years old with this interactive calculator from ONS. Gain insights into your future and start planning for a long, healthy, and fulfilling life today. 

Longer Lifestyle Book

Transform your retirement with the free book, "Longer Lifestyle by Design" by Canadian Retirement Coach Mike Drak. Achieve wealth, health, and happiness in retirement.

End of Life Plan

By creating this plan, you can protect your legacy and provide a clear and comprehensive directive for your family, eliminating any potential confusion or disagreements during an already difficult time.

More tools and calculators from Money Helper!

These are the tools and calculators that will help you quickly work out the figures you need for some of the most common money situations you may find yourself in.

Money Helper's easy-to-use calculators can help you budget, save and cut back on costs. They can help you find regulated financial advisers, find out how much you might have in retirement, tell you how much extra money you need for your baby and much more.

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