WealthBuilders Together レビュー 335

Kevin Whelan, Kindly agreed to have a chat with me regarding my personal pensions and to make sure my trust has been setup correctly, I have picked up some very useful information through the Wealthbuilders podcast and I hope to improve my knowledge and explore new things and take further action moving forward. Thanks again Kevin for all your help.

Regards
Darren Feander

Wealthbuilders have been a fantastic support to me in venturing out away from traditional pensions and into a SSAS. Kevin Whelan guided me through successfully to set everything up and the podcast and community are excellent. It's the spirit of Kevin that drew me in, as he genuinely shows he cares about each one of us in our individual journeys. I wrote to him with a confusion I had over Tax and he kindly emailed me back with his phone number. Such dedication is rare these days and I greatly appreciate it.

I was fortunate enough to win an initial meeting with Christian Rodwell following their podcast contest connected to the update of their website

The prize included an online assessment of my “Wealth Dynamics” and was followed up with a short review of current financial position

The call covered some good ground, and if you are a regular listener many familiar items- clarity further enhanced from the call

True to their word there was no selling involved at any point of the call, and this would be true of any other review call I would imagine (they are not “lead magnets”)

If you are interested in becoming financially stable and for the mid and long term giving your family much greater security Wealth Builders lays out the method and you will find your way to them to carry you further and with stability to reach your goals

Thanks for the call, and if you are on the fence I believe you can arrange a similar call and would not have to navigate any selling of the services, you will find your natural home

I discovered Wealthbuilders and have been going through all their previous podcasts, there is a vast library of knowledge whatever area of wealth building you are interested in. I also had calls with both Christian and Kevin recently which were both great, they are genuine people and I really felt that their main goal was to aid and assist rather than sell. Their passion for wealth building is infectious and I would highly recommend to anyone interested in this area.

I was introduced to Wealthbuilders back in 2022. They were recommended to me and I have not been disappointed. They are a small business offering a real personal touch to everything they do. I could say many positive things but the real thing I want to mention is that they really listen to their clients. I had some health issues recently and they went above and beyond to help me and offer an approach personalised to my changing needs. I didn't expect it! Great company.

This is the only organisation I'm aware of that provides a complete holistic view of how to create wealth. Wealthbuilders hold your hand to get you started on the strategy best suited for you. The support I received kept me engaged and motivated without ever putting me under pressure. The roadmap they have created for wealth creation is clear, well sign posted and gives confidence that if followed I will reach my destination of financial independance.

I read Kevin's free ebook a few years ago. It helped me discover a few pillars I was not paying attention to and look into them, like pensions(SSAS)

I joined the wealth academy to help me refocus on the seven pillars and ask some of my burning questions from Experts like Manish.

The whole team Christian and others are very helpful, and their education platform is worth the price but is just a tiny portion of the value they give.

Wealthbuilders have got accountability system,ongoing live training, coaching, community building and support to the T.Which is sound because it's them putting into practice what they preach as this is one of the pillars they have executed perfectly. I can only see the academy growing.

I highly recommend wealth builders for anyone looking to build financial freedom using some or all 7 pillars of wealth Kevin Wheelan recommends.

PS The free podcast (Wealtbuilders wealth talk) is a good starting point if you are unsure it's right for you.

My wife and I attended the Wealth Builders webinar last night 23 May, and what resonated was the authenticity of both Kevin & Christian in their pursuit to support people's wealth journey. We both look forward to the next steps in ours. Support, Experience & Connection is what we are looking for. Thanks guys.

Craig & Rose

This is the blueprint for what I need to do. I have been struggling to find the right education and here it is. I highly recommend WB.

SSAS and WealthBuilders
I originally joined regarding setting up a SSAS, to which the team really have helped. On advice, to investigate into an old pension I had (my estimate was it was worth max £30k), it turned out it was now worth over £190k, which went nicely into my SSAS, I was amazed!!
I am now on the WealthBuilders programme to see what other gems I can learn from the team on my wealth journey.
10/10 so far!

I had quite a number of monthly calls with Garry Whelan as my SSAS transfer took much longer than normal, due to my SIPP company being very slow with the transfer. Despite this Garry was quite patient and this enabled us to look at the many commercial options that are available for SSAS pensions. Would recommend Wealth Builders as a result.

I had a sit down meeting with Kevin, i came away from our meeting with quite a few ideas about how to build wealth using passive incomes that i would have never thought of before our meeting. To say Kevin is about providing value is an understatement as the conversation was never about his services but about the passion he has about building wealth for a community of people, he's extremely knowledgeable and is all about helping. I'm definitely going to be part of his community and look forward in working with them going forward

Wealthbuilders has been a gamechanger for our wealth creation and wealth management. The structure and processes used have been the key for us along with the support and accountability of our mentors. Its also a great community of like minded people.

My wife and I joined Wealth Builders last year and have now completed the first year of our wealth building journey. The course content and webinars as well as the podcasts were great for us understanding what methods and options were available to us and how we can utilise these to build our financial capacity. Our mindset has changed and we now have a focus for the next several years which includes building our portfolio of properties within our limited company and building our businesses. We are also just starting out on the SSAS journey and will be using the Wealth Builders SSAS programme to support us through this. Thanks to Kevin, Christian and Richiko as well as our coach Bronwen who have all been a great support and always had the answers to our multitude of questions.

I had a discovery call with Whelan.Within an hour he was able to identify some issues and actionable steps to take.
So impressed!

Had some great conversations with Garry at Wealthbuilders which have helped me clarify my strategy for using my SSAS pension.

Kevin Whelan Testimonial
In my discussions with Kevin, I have found to have a genuine desire to help and provide guidance in my wealth building journey. He is a good listener and is always reachable when required. From the onset with Wealth Builders, I learned how to establish the foundations of building a business like the roof (to protect one from the elements of life), explore pillars of investment a focus on a chosen path. Kevin has always emphasized to me that due diligence must be undertaken before any money exchanges hands.
The membership in wealth builders sharpened my business acumen and introduced me to like-minded individuals.

Grafton Chimanikire FIMechE
26 April 2023

Joining Wealth Builders has given me the confidence to progress my wealth building journey through the property pillar. When I joined I was stuck trying to buy property locally to where Iive that was unaffordable. The connections I have made through Wealth Builders has enabled me to take the necessary steps to move forward. I am thankful for all the support from my coach and other members in the community. I am excited about continuing my journey through more property investment including the use of a SSAS.

Wealthbuilders have helped me navigate the somewhat complicated, but beneficial move from SIPP to SSAS. As part of that process I have had great advice from Paul Brooks and then a recent session with Christian Rodwell that has given me focus on what I need to do next to continue to grow my wealth. The open and frank discussions are refreshingly useful, no nonsense and clear even if the task in discussion is challenging! Thanks for your help, much appreciated

I reached a point in my life that there was a real burning desire to get to a position financially where I was not looking over my shoulder any more. There was a real awareness that financial independence was within reach but only if I engaged with the right people and undertook the right education. Wealth Builders was recommended to my by my business coach and I organised a chat with Kevin Whelan. We talked and he gave me excellent proactive advise and discussed the idea of me joining the Wealth Builders Academy and Community. This I have done, and am now undertaking the 9 steps and am very excited about what the future holds. My early impressions are incredible positive and the overall support and the genuine advise you literally cannot a put a price on.. The future is definitely bright and the legacy I want to create for my family is within reach.
Thank you.