Ready to start investing? A simple tool to help you take your first steps

If you’ve ever thought, “I should probably start investing… but I have no idea where to begin,” you’re not alone.

Most of us were never taught how to invest.

How much do you need? Where do you even start? What if you make a mistake and lose all of your savings?

It’s easy to feel stuck, caught between wanting to grow your money and worrying you’re not “ready” yet.

Here’s the truth: You don’t need to have it all figured out.

You just need to start from where you are.

That’s exactly why we created the Wealthbit Investments tool: A practical tool that helps you understand which investment approach fits your real life, not someone else’s version of success.

👉 Download your free tool and start investing with clarity and confidence.

What this workbook helps you do

• Check your foundation: Before you start, ask yourself: “Am I actually ready to invest, or should I focus on getting my financial foundation ready first?” You’ll look at your income, spending, savings, debt, and emergency fund to see where you stand and what your next move should be.‍
• Find your fit: Everyone’s goals are different. Maybe you want flexibility, long-term growth, or just to make your money work harder. This part helps you figure out what kind of investing actually suits you. Plus, you’ll get to weigh up your investment options. ‍
• Watch your money in action: Play around with the numbers. Change your contributions. See how growth and fees affect your results. It’s like getting a sneak peek at your future, and realising you’ve got more control than you thought. ‍
• Learn more about investment myths: Clear up common myths and get tools that actually make sense. Most people never learn this at school. Just being here puts you ahead.

This tool is part of our Financial Freedom Programme™, where we help teams stress less about money and build smarter, simpler money systems.

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