Frequently Asked Questions
Below you will find answers to some of the most commonly asked questions about MoneyHeave
What is Financial Accountability?
Accountability is the act of being responsible to someone else for an action or result. Very little happens in this world, without some form of accountability’. – The Miracle Morning by Hal Elrod
The relationship between success and accountability is undisputable. It creates an environment for taking action and creating results; even if you don’t feel motivated, accountability will encourage you do something.
Let us hold you accountable and let’s work together.
How will consultation take place?
Consultation will be take place via zoom calls and or telephone calls.
Do I have to pay upfront?
Yes. With the exception of the Power Package all other packages have to be paid in full in advance.
Can I afford the package fees and Can I get this support elsewhere?
The cost of traditional financial planners can typically start from £1500 upwards for up to two sessions a year. They are typically instructed by individuals who have significant wealth. Individuals who earn under the £100k threshold may find it challenging to instruct the services of a financial planner because of their high costs.
At Moneyheave, our packages start from £250 therefore making it an affordable option for our clients.
Investing in the betterment of your finances NOW will help you save money in the future. At MoneyHeave we encourage you to take your FINANCES to another level. As Henry Ford so rightly said, FAIL TO PLAN, PLAN TO FAIL.
What do I need to get started?
Depending on what package you choose, we may require bank statements from you either electronically, paper scans or an excel output if your bank allows this.
I don't live in the UK. Can you help me?
Yes of course! You can join from all over the world. We work with clients internationally.
The principles are transferable. However, local business knowledge outside of the UK may differ. Sessions occur via Zoom.
I would like to recommend a client, do you offer any incentives?
Any client that you recommend that purchases one of our packages, you will be gifted with a £30 voucher of your choice! Please go to our Refer a Friend page and fill in your details.
How is my Data protected?
Firstly, all information is kept confidential and will not be shared with any third parties. Any electronic or paper held information will be stored safely and securely. Once your package has been successfully completed all information will be disposed of safely and securely.
I provide a professional financial service?
Let’s connect, email us at: email@example.com or contact us on social media @moneyheave
My question hasn't been answered. Can I talk to someone?
Please telephone us on 0208 945 7733 or email us at firstname.lastname@example.org