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Your journey to
‍Financial Freedom

Helping people secure a better financial future through education, financial planning and a 6-figure business opportunity.
FCA Authorised
FCA Number 472050

Helping people secure
a better financial future

  • Authorised and regulated by the FCA (#472050)
  • Providing financial education, not advice
  • Partner with industry-leading experts

Over 100,000 families helped since 2007

A QR code that when scanned takes you to the Genistar Trustpilot page.
A woman in the garden enjoying a book

Problems
UK families face

Most people in the UK have lost control of their money and future. In fact, 9 out of 10 people off-track for a comfortable retirement.
What are your biggest financial concerns?
  • Retirement

    Average pension fund of £81k gives just £130 weekly income. *

  • Debt

    Average UK household debt is £17,174, costing hundreds monthly. **

  • Protection

    Less than 48% of families are  insured, putting loved ones at risk. ***

  • Wills & Trusts

    Dying without a will could cost your loved ones their home, inheritance and thousands in court costs. ****

Sources: *Office for National Statistics,
**The Money Charity,         
***Association of British Insurers , ****Will Aid

Together, we’ll focus on three ways to help you move forward towards financial freedom.

Financial
Education

Learn how money works with financial education, plus receive a complimentary eBook.

We do not offer financial advice.

Financial
Plan

Receive a no fee personalised financial plan to help you move forward on your financial journey.

Business
Opportunity

Earn an extra income and or build a full time, 6-figure business with franchise style opportunity.

How does that fit with what you’re looking to achieve?

Is your house in
good financial order?

  • 01
    Financial Freedom

    We will help you to define the future you want and build a clear plan to achieve it.

  • 02
    Financial Stability

    We will help you to develop strong financial habits that keep your plan on track, even when life gets messy.

  • 03
    Financial Protection

    We will help you to put the right protection in place so your plan stays secure, even if life throws you a curveball.

01

What does financial freedom
mean to you?

Financial freedom means different things to different people, from more time with family, or retiring early.
‍What does it mean to you?

A comfortable retirement needs
£500,000 – £1.2 million in savings.

However, at retirement age:
  • 54% depend on friends & family
  • 36% die before retirement
  • More than 5% are still working
  • Just 4% are financially stable
  • Only 1% are wealthy
How would you like to retire?
Basic? Comfortable? Luxurious?
State Pension gives £12,000 a year, but you need at least £14,400 just to cover the basics such as housing, food, fuel *.
A bar graph showing the levels of pension for a Basic, Comfortable & Luxurious retirement for a single person and a couple. Basic being £14,400 for a single person, £22,400 for a couple. Comfortable being £31,300 for a single person, £43,100 for a couple. Luxurious being £43,100 for a single person, £59,000 for a couple.
Sources: *gov.uk and retirementlivingstandards.org.uk
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Make your money
‍work harder for you 

Many fall short financially in the future because their savings and Investments haven’t grown enough.

By making smarter financial decisions now, you can bridge the gap between what you’ll have and what you’ll need.

Is your money working for you?
‍Who else needs to know this?

Rule of 72

The Rule of 72, used since the 15th century, shows how long it takes your money to double, helping you make smarter decisions for a stronger future.

Years3%6%12%
0£10,000£10,000£10,000
6£20,000
12£20,000£40,000
24£20,000£40,000£160,000
36£80,000£640,000
48£40,000£160,000£2.57 million
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Don’t just save – invest.

Leaving your money in the bank means missing out on potential growth - the stock market has historically returned 10%* a year compared to an average of just 2.6%** in easy-access savings accounts.
Your money icon
Your
money
Traditional institutions icon
Traditional institutions
Global economy icon
Global
economy
Sources: *Investopedia, ** Financial Conduct Authority
Example stock market returns
A typical S&P 500 index fund has returned around 10%* annually over the past 25 years.
A bar graph showing the levels of pension for a Basic, Comfortable & Luxurious retirement for a single person and a couple. Basic being £14,400 for a single person, £22,400 for a couple. Comfortable being £31,300 for a single person, £43,100 for a couple. Luxurious being £43,100 for a single person, £59,000 for a couple.
Always remember however, that investing comes with risks and past performance is no guarantee of future results, and values can go down as well as up.
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02

How stable do your finances feel?

Small, smart changes can turn financial stress into financial stability.

Which one of these feels most relevant to where you are on your financial journey?

Reduce debts faster with a smarter payment strategy called debt stacking.
Go
Save thousands and cut years off your mortgage with fortnightly payments.
Go
Restructure debt, free up cash, use it smarter, save thousands.
Go
Find extra cash to pay off debt or start investing with our free budget tool.
Go
03

How well protected is your family if something happens?

Make sure your family’s future doesn’t depend on chance.

Real-life example

£2,000
MONTHLY INCOME
£2,000
MONTHLY INCOME
Outgoings
  • Mortgage/Rent
  • Travel Costs
  • Insurance
  • Credit Cards
  • Utilities
  • Groceries
  • Child Care
£3,800 monthly bills
If this happens, what will this family lose?
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How Protection Needs Change Over Time
The right plan protects you now and adapts as life changes.
When you're younger
  • Have less money
  • Kids at home
  • High debt
  • Mortgage to pay
Income loss would be devastating - you need more cover.
When you're older
  • Have more money
  • Kids are grown
  • Mortgage nearly paid
  • Savings built up
You may need less cover — but more retirement income
How much protection do you need at this stage in your life?
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Getting the right Insurance Cover

There are many different types of insurance products which you might consider, and your personal circumstances determine the one that is right for you.
  • Life Insurance can offer financial support to your dependents if you die unexpectedly.
  • Critical illness cover pays a one-off lump sum for a limited number of listed conditions and typically ends the policy after a claim.
  • Serious illness cover pays out based on severity, covers hundreds of conditions, allows multiple claims, and keeps your life and illness cover in place after payout.
  • Income Protection (IP) Insurance can provide you with support if you find yourself unable to work due to an accident or illness.
  • Private Medical Insurance (PMI) can support you through illness or emergency situations requiring hospital attention.
A family grieving at a funeral
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Serious vs Critical Illness Cover
‍What’s the Real Difference?

Critical Illness Cover

Designed for a one-off payout if a specific serious condition occurs.

  • Pays a single lump sum
  • Covers a much smaller list of conditions (around 58 on average)
  • One payment only‍
  • A claim usually ends the rest of the policy benefits
Serious Illness Cover

Designed to provide ongoing support across a wide range of illnesses.

  • Pays out based on the severity of the condition
  • Covers up to 174 conditions
  • Allows multiple claims over time
  • Life and remaining illness cover stays in place after a payout
What type of illness cover do you have in place?
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The importance of
making a Will or Trust

A will ensures your money, home, and belongings go to the right people — and helps protect your loved ones from stress, delays, and legal complications after you’re gone.
Learn more in this short video.

We’re growing fast

We are looking for people to work with us both part time and full time.

Earn in three ways

Up-front
Earn £1,000 to £2,000 per month helping people improve their finances working 6-8 hours a week.
+
Repeat income
Earn repeat income when clients renew key services.
+
6-figure business
Build a team and earn long-term passive income.
Can an extra income help you or people you know?
A mother on her laptop as her husband and child are talking in the background

What interests you most now?

Increasing your income
01
Getting a free
financial plan 
02
Both
03

Our commitment to you

There are no fees or charges for your Financial Game Plan. However, we do ask for your help:

  • When I return, if I can show you a plan that's better for you in every way - and you are to be the sole judge of that - would there be any reason why we couldn't implement the solutions?
  • We only have one further request: If you are satisfied with what we do for you, would you refer 10 families just like yourselves, who ought to hear about our company and our concepts?
    They, of course, can make up their own minds.
Fair enough?
A father on his laptop while his wife and daughter are in the kitchen and his son is sat at the table doing homework

Time to build your free Financial Plan

Click to get started