WealthBuilders Together Avaliações 335

I have found my Wealthbuilders journey educational and communicative.
The wealth builders team were always on hand to answer my questions and deal with any concerns of mine.
My reason for joining was to set up a SSAS a pension. They helped me with this and educated me on the subject. I now have the confidence and knowledge to go forwards on my SSAS journey.
The whole team have been knowledgeable,approachable and friendly, but most of all ethical.
Thank you all at Wealthbuilders.

I have learned so much from Kevin, Christian, the coaches, team and community at Wealth Builders over the last 2 years. I joined as I had no idea how to create financial security for my family but knew there had to be something better than just working for someone else. The training and guidance I have received have given me a solid ground from which to build upon and a plan which suits me, my personality, lifestyle and own aspirations (and not anyone else's!). The training is clear and comprehensive and worth working through several times. I now know the steps I need to take to help my family reach security, independence and abundance and how to teach my young children about money as we go through that process. Thank you all, especially Jon!!

I joined Wealth Builders just over 12 months ago after far too long procrastinating on the fence ! I'm very glad I did. The value of information and trainings available to me as I have worked my way through the academy have been invaluable. At times its easy to think you aren't getting anywhere but when you look back at all you have achieved (with some effort of course) , I can see this investment in myself was well worth it. The first 12 months has given me a solid foundation for the many different ways to create wealth and really got me thinking about what is possible . Opportunities are now opening up to me for future wealth creation and I have to put that down to in part being a member of this community and sharing the experience with like minded people and my own wealth coach along the way - shout out to Manish ! I have decided not to renew my membership for a second year predominantly due to an opportunity that has presented itself which I will be investing all available resources into . I do very much hope I can remain part of this community in some form going forward and with a bit of luck , and a lot of hard work , be in a position to share my successes, mistakes and learnings in the years to come.

Thanks to the team at Wealth Builders
Chris M

I had a fantastic call with Kevin Wheelan from Wealth Builders last week. After joining in April, I was looking for guidance, support, and some tips to accelerate my journey to financial independence. Kevin didn’t disappoint! He walked me through various ways he and his team can support me and provided tools to assist with this journey. We concluded with clear action points:
1. Develop a compelling and compliant IP strategy,
2. Optimize my SASS pension,
3. Review my estate planning.
Kevin's passion for his mission was evident, and I look forward to our follow-up call!

Wealth Builders was recommended to me earlier this year. After an introductory session with Kevin Whelan (enlightening), Julie Cummings (Wealth Builders administrative support) has assisted me with my application for a SSAS. I want to make a special mention of this experience because I have to say that I am incredibly impressed with the excellent personal interaction and unwavering support I have received from Julie. This SSAS application was a steep learning curve for me, yet Julie consistently showed immense patience as well as providing clear explanations throughout this application process. Julie’s support in assisting me to secure my SSAS has been nothing short of exceptional. She really has made me feel reassured every step of the way and confident that I made the right choice in using Wealth Builders.

I joined WealthBuilders around April this year.

For me, my journey started via Instagram. I very, very rarely look at my Instagram account so this must be fate.
When I was scrolling through my feed, Kevin Whelan (WealthBuilders Founder) face and video popped up.
I watched his short, engaging video, provided my email address, received a free extensive WealthBuilders overview. I read this document, which explained things so clearly. I wanted to know more and take control of my financial future.

Since April I have……………….
1. Been guided through my WealthBuilders Induction.
2. Completed lots of the online courses. I am currently in the self-learning phase – somewhat like a sponge trying to absorb all of this useful information and content.
3. Attended a WealthBuilders networking event in central London where I found the existing WealthBuilders members so friendly and supportive. There very much is a community spirit. I will attend more in person events.
4. Joined numerous WealthBuilders Zoom calls that focus on specific modules/topics.
5. I have been assigned a WealthBuilders Accountability Partner (a fellow member). Both of us have joined WealthBuilders around the same time and geographically are close. My accountability partner and I have had a few calls so far and going forward, we plan to speak monthly.
6. Earlier this week, I had my first 1 hour call with Kevin Whelan. Just Kevin and I which was a real treat. As I expected, Kevin was very personable, knowledgeable and took the time to understand my personal circumstances and my drivers. Kevin has already followed up with me post call!

After a few months into my WealthBuilders membership, although my bank balance hasn’t shot up initially (which I knew would be the case), I am very pleased with joining WealthBuilders and I excited to see where I will be in the next 6 months, 1 year and beyond.

I am very much looking forward to continuing my learning and journey with WealthBuilders. Thank you to Kevin and the entire WealthBuilders Team.

I just had another amazing session with the WealthBuilders team, and this time I had the pleasure of speaking with Kevin Whelan. From the moment our session began, it was clear that Kevin was deeply committed to his mission. He took the time to understand my unique financial situation and tailored his advice to meet my specific needs. His vast knowledge and expertise in wealth-building strategies were evident, but what stood out the most was his genuine desire to see me succeed.

Kevin's passion and dedication left me feeling motivated and eager to start planning for my future. His personalized approach and insightful guidance have given me the confidence to take the necessary steps toward financial independence and security.

I also want a shout-out to Tony Spanier, who has been a fantastic mentor and coach. I look forward to our monthly conversations. Tony's support and advice have been invaluable, and I am grateful for his commitment to helping me achieve my financial goals.

If anyone is thinking of becoming a member and joining WealthBuilders, don't hesitate! The team's expertise, dedication, and genuine care for their members' success make them an incredible resource for anyone looking to build a secure and prosperous future.

I have just had an exceptionally insightful session with Garry re SSAS, life insurance, trusts and legacy building. I now have a roadmap to utilise and am very grateful. I would highly recommend Wealth Builders as genuinely helpful and unconditional with all advice provided. Thank you again 🙏

I think myself very fortunate to have come across Wealthbuilders. They provide unbeatable advice with a genuine desire to help people. I wholeheartedly trust this company and have no hesitation in recommending them to anyone who wants to create financial security.

I've loved dealing with the team at WB in recent years and have gained a lot from the Academy program. The important thing for me is that the key people in WB have an ethical approach to creating financial security. I was initially wary having seen upselling galore in the past by other organisations. It became clear that's not how Kevin and Christian operate. There's a lot of great content, support and connections available here. A special thanks to Helen and Jon. Overall - highly recommended!

I've just completed a year with the Wealthbuilders SSAS community. I was somewhat sceptical and concerned that the training would be low value, but I really wanted to be confident and knowledgeable about SSAS schemes in general and their use for commercial property ownership in particular. I was at the SSAS / SIP crossroads a year ago but felt happier with the portability of a SSAS scheme in not being tied to one administrator. So glad I joined. There is an unbelievable amount of information and experience within this group - knowing what I know now, my decision to join the group was a "no-brainer". I can't see why I would leave as there have been unexpected bonuses too. Getting connections with clued up people in the investing, pensions and property world is priceless. Paul Brooks and Kevin Whelan and the rest of the team definitely deliver the value.

In these difficult times when so many businesses have forgotten their core values in the face of unprecedented financial pressure, how refreshing to know that there is one company that consistently delivers on every level!
I have been involved with Wealthbuilders for a few years now – their content and delivery are always superb, as is their commitment to helping every member of the Wealthbuilders community along their individual journeys to financial freedom.
Thank you for your help, Kevin, Matt and team - thank you for your fantastic integrity, for always putting your members’ interests first and for regularly over-delivering! Great job, guys!

Kevin was a speaker on a recent Nimbus Maps webinar and his wealth of knowledge attracted us to speak with him as we were looking to set up our SSAS pension. After a 121 call with him, he advised us that SSAS is likely not the best option for us right now (he talked himself out of our work!), and then he proceeded to inform us of the best option for right now. The fact he did this, despite the fact it meant he is advising us not to use him and his team now means that when we are ready for SSAS, we will 100% be using him! Thanks Kevin and thanks Wealth builders.

Spoke to Kevin Whelan Of Wealth Builders today further to listening to his great wisdom and knowledge relating SSAS pensions on his podcast. He’s generous of his time to understand your personal circumstances and how to tailor his expertise in aiding you with your wealth creation journey. Kevin has the gift like all great articulate speakers to simplify all complex matters in a clear, crisp and common sensual manner. If you at a stage in life where tax planning, generational wealth and legacy are important, then Kevin Whelan is the go to guy!

I joined wealth builders just over a year ago now and I can say it is a wealth of knowledge when it comes to understanding finance, if like me you are not/were financially astute, these are the guys who offer support and content in helping to build that knowledge.

The company always seems to be available to answer any specific questions and get back to you in good time.

And more importantly to me, it’s got a friendly feel to the company, which extends to be being part of the Wealth builders family, only last month Kevin took time to have a call with me personally about some specific questions within my wealth building journey and I can honestly say he really took the time to listen and help me unblock some of the issues I was having within my Wealth building journey.

Happy to have joined, happy to still be a member and happy to recommend to anyone who wants to start their Wealth building journey.

I started the WealthBuilders Academy exactly 12 months ago today and I can truly say, it has changed so many aspects of my life. I was already planning on setting up my own business, which I have now done. But I have set my business up with a completely different frame of reference; to create recurring income and not just to swop my permanent job for a self employed one. My financial literacy is growing all the time, and I am becoming far more confident in my financial decisions. I have taken control of my multiple pensions pots and created a safe 'roof' for my family. Thank you WB team - I am so very grateful I took that first step 12 months ago.

I attended the WealthBuilders Cashflow 101 event in London this week. It was AMAZING! It exceeded my expectations. The game was brilliant! Moreover, I enjoyed meeting like-minded people! Big thank you to the host 🙏 Greately appreciated 🙌💛

Wealthbuilders has been extremely educational and supportive to me and my family in many financial aspects, but in particular, during my transition to a SSAS pension.
Gary W has been a fantastic coach to me, with well-informed step by step guidance and always able to answer questions and provide insights, that I simply would not have been aware existed, or considered myself.
Thank you, WB (and particularly Gary), and look forward to continuing working with you.

I regularly listen to Kevin and Christian's podcasts and the insight and ideas they share are both eye-opening and insperational.

The WealthBuilders community is a wealth of experience in almost any area you can think of and the best bit is that it is a friendly and sharing community.

I can't recommend these guys enough... start with the podcasts and you'll get hooked too!

Kevin and Christian at Wealthbuilders are the core of an exceptional community. The clear WB process, in manageable sections, makes for tangible progress in proportion to the effort you put in. Along the way there are 'lightbulb moments' when you find a door has been opened to a whole new approach.
For me, one life-changer was to understand my wealth profile (a Lord) - this unlocked years of self-knowledge into a simple frame - instead of striving to improve on areas of perceived weakness, I'm empowered to team up with others, knowing exactly what strengths are needed and how we compliment each other to become greater than the sum of our parts.
The WB learning is key for me, to reach financial security, but it also applies across the generations. As a Founder Family, the skills, process and community are shared with my young adult children as they make their way in the world and even with my mother in her 80s as she considers later life options!
A big thank you to coach Ian Halfpenny for sharing his knowledge and his warm enthusiasm.