Financial Planning for Women

JOIN EVO-GROW AND TAKE CONTROL OF YOUR FINANCIAL FUTURE...

DOORS ARE CURRENTLY CLOSED - JOIN THE WAITING LIST AND BE THE FIRST TO FIND OUT ABOUT WHEN YOU CAN GET IN TO ONE OF THE UKS LEADING FINANCIAL FOCUS MEMBERSHIPS FOR WOMEN...

JOIN THE MONEY MASTERY COLLECTIVE - THE FREE COMMUNITY WITH FINANCIAL ADVICE FOR WOMEN

The membership that is the place to be in to: Grow your finances, Nail your mindset & Build your personal legacy.

IS THIS YOU?

  • You work hard, but find that at the end of the month you have nothing to show for it?
  • You are feeling frustrated with your finances and want to get ahead with your money?
  • You know there is a world of information but you don’t know where to start to build your wealth?
  •  Having a place to ask questions and get support is all you need to keep you accountable and get the momentum you need with your finances?

DO YOU WANT TO...

  • Have savings in place
  • Get investing to build your finances
  • Get knowledge to build your wealth
  • Achieve you and your family’s goals
  • Create a legacy to be proud of

THEN THE EVO-GROW MEMBERSHIP IS DEFINITELY FOR YOU. HEAR SOME OF OUR CURRENT MEMBERS' EXPERIENCES...

THE MEMBERSHIP THAT IS CHANGING PERCEPTIONS AROUND MONEY AND FINANCIAL PLANNING...

JOIN THE WAITING LIST TODAY, AND WHEN DOORS REOPEN YOU WILL BENEFIT FROM ALL OF THIS...

  • Go from stressed with money and unsure where to start with it all, to understanding where you are and what action you need to take to get the results you need.
  • Make your money work harder for you and create a peaceful and fruitful financial plan yourself.
  • Making you feel excited about your finances and more capable to make informed decisions and plans for the future.

"Highly professional and great service. Great to have access to professional, independent financial advice from a female advisor. I would highly recommend Rebecca Robertson to anyone wanting financial advice on investments, pensions and mortgages."

Nicola Huelin

WHY AM I THE BEST PERSON TO HELP YOU? BECAUSE I'M PASSIONATE ABOUT EMPOWERING WOMEN WITH FINANCIAL PLANNING...

I believe community and education is the answer to ensuring womens financial future, as a qualified Independent Financial Adviser I’ve written a book on financial planning for women, done a Ted-x talk on ‘if women ruled the world’, organised financial education events  and ran my own financial services business for 8 years. I’ve worked in financial services for 20 years, all in direct client focused roles. I have helped hundreds of clients with their money and financial planning. I am a multi award winning financial adviser and business owner, with most recently won Female Financial Adviser of the year 2019 at women in finance awards.

money management

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For an affordable monthly fee you will benefit from...

MONEY MANAGEMENT TRAINING

The actual tools to support your ongoing money management, allowing you to know what you spend your each month and much more, without a spreadsheet in sight!

MONEY HABITS ONLINE PROGRAMME

Create new money habits and understand your value of money with access to the Money Makeover Online Programme (retails £350 however worth £1,500)

Click here to view the exclusive content on this programme 

FANTASTIC SUPPORT AT AN AFFORDABLE PRICE

MONEY MATTERS TRAINING

Money Matters Training – Learn about how the stock market and other financial products work with our exclusive training sessions which are added to each month.

INVESTMENTS

Investing – if you are thinking of investing without getting financial advice, you will have access to the option to invest without having to fund pick yourself.

THE WEALTH SERIES

Interviews and insights from females who have been on the jounrey to financial success and wealth creation.

TAKING CONTROL OF YOUR FINANCIAL FUTURE IN A SUPPORTIVE ENVIRONMENT

WORKSHOPS

"Hands-On" sessions with leading experts on a variety of topics to help you with all things related to finances, mindset, wealth creation and future planning.


ALONGSIDE MEMBERSHIP FEATURES...

  • An exclusive online community on Facebook which is a dedicated group for you to share your experiences with like minded women who all share the same desire to get their financial planning sorted!
  • There is weekly hints, tips and inspiration to motivate you with your financial health
  • Every quarter there will be a FOCUS PHASE - targeted mini challenges to inspire action thought, focus and action with tangible activities and focussed support to get you going. 
  • There is a clear on boarding process to get you started, so you don't have to worry about being marooned in a whole new world!

READY TO JOIN?

Sound like something you’re interested in?

Doors are currently closed - join the waiting list and we will let you know when doors are due to reopen!

Frequently Asked Questions

What is the tie in?

Due to the low price point, the tie in is 7 months. After this time you can leave at any time, but we hope you continue to stay!

Investing…how does it work?

We at Evo Grow don’t provide you with advice about what you can invest, but we make you an introduction to a Discretionary Asset Manager who will set up your accounts and make investment decisions on your behalf.

Money Management Tool…how does it work?

As part of your membership you will have access to a downloadable software program to help you organise and manage your money. We at Evo-Grow buy the software at discount and we provide it to you as part of the program. The License is with you and the developer directly. There is pre-recorded training available on how to use the software

Secure payments and data?

Your payment details are secure and your information is protected by the data protection act.

What happens next?

Click sign up/join and it will ask for your personal information to set up your account and take payment details. You will have access to everything created so far… with more to come. You will receive emails confirming what you need to do step by step.

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