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.
Becoming a member of Wealthbuilders in August last year marked the beginning of what I can only describe as a transformative journey. Initially, I found it challenging to prioritise and dedicate time to progressing through the training academy’s modules. My engagement with the material was sporadic at best during the first four months, reflecting my struggle to integrate this learning into my already busy life. However, as the new year dawned and I set my resolutions, something clicked. Part of my commitment to personal growth included embarking on a mental toughness program called “75 Hard,” which necessitates 45 minutes of outdoor exercise daily. This routine provided the perfect opportunity to double down on my learning. I began listening to the Wealthbuilders program during my outdoor activities, managing to consume the content at one and a half times the normal speed. By the end of the first quarter, not only had I completed the entire program, but I also took extensive notes to further digest the invaluable insights provided. The program’s impact on my journey in property investment, alongside our ventures into additional streams of income such as our online education program, has been profound. One of the most eye-opening revelations was recognising the gaps in our approach to wealth protection. It wasn’t just about patching a leaky roof; we had to acknowledge that our “roof” was non-existent. Addressing this has set us on a path not just to safeguard our assets but also to ensure a legacy for my four young children. Wealthbuilders has been instrumental in highlighting areas we hadn’t fully considered, adding immense value to our financial journey and personal growth. Regardless of where one might be in their own journey, the lessons and strategies shared within this community are invaluable. For those on the fence, I wholeheartedly recommend taking the plunge into Wealthbuilders. The time and effort you invest in this program could well be the catalyst for not only protecting your wealth but also for laying the groundwork for a lasting legacy. It’s a resounding five stars from me for Wealthbuilders. The insights, guidance, and community support have been unparalleled. Thank you for playing such a pivotal role in our journey towards financial independence and legacy building.
There is no doubt that Kevin really knows his stuff and is on a mission to bring that knowledge to as many people as possible, empowering them to reach financial freedom. Though the WealthBuilders programme was not the right fit for me, I was lucky enough to have some 1-2-1 time with Kevin and was really blown away by his knowledge.
I have just had a strategy call with Kevin Whelan and I couldn't be more pleased with the experience. The clarity provided during the call was exceptional. Kevin's guidance not only helped me gain a better understanding of my situation but also provided valuable insights that I hadn't considered before. I'm grateful for the expertise and support I received, and I feel so much more confident moving forward with my plans. Wealth builders take excellent care of their members and I can't thank Kevin enough for taking the time to assist me and to give me the clarity I was looking for :)
Working with WB over the past 12 months has been a fantastic and productive experience. The information, courses and one to one help has undoubtably set us on the right path for achieving our financial goals, both this year and into the future.
We recently joined Wealth Builders and after our welcome were linked up with a number of people to help us on our journey. One of these is Kevin Whelan whom we met up with online tonight. We were his last session at the end of the week but he was in no rush. We really value the time he spent with us, giving us a step by step way to move forward, with us being stuck for a long time. Thanks,Kevin. We are so grateful. Greg and Pam Kerr
The WealthBuilders community is a very proactive group. With loads of tools to guide and support you on your Wealth building journey. I am very grateful to be part of this community
I have really enjoyed being part of this great community where you will experience a professional attitude in all areas of finance and wealth. Everything is principle centered, no over selling, just good solid advice and guidance. I would happily recommend Wealthbuilders to anyone wanting to jump on the journey of lifelong learning.
Deborah
Jul 15,2024I 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 🙏