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Private Financial Planning
Work closely with Moneystart for expert personalised financial planning and advisory services to build wealth, multiply your income, manage your money and invest for success.
This private engagement will suit anyone looking to work hand in hand with experienced financial advisors to craft solutions, create a personalised strategy and have Moneystart guide you in executing it.
Our expert team of financial advisors will hold your hand through the journey so you’ll have the knowledge, skills and mindset required to make more money, cultivate wealth and reach your financial goals.
What We Provide
Tailored, holistic financial plans that take into account client's income, expenses, debts, assets, goals, and risk tolerance. A full financial roadmap that aligns with your short- and long-term objectives.
Goal-Based Financial Planning
Help clients set and achieve financial goals like buying a home, saving for children’s education, or starting a business.
Investment Strategy and Education & Execution Support
Moneystart won’t be directly managing client investments, instead we’ll provide advice on crafting an investment strategy that fits your risk tolerance, financial goals, and time horizon.
Wealth Building through Asset Allocation
Advise clients on how to diversify their portfolio across asset classes (stocks, bonds, real estate, etc.) to balance risk and return.
Budgeting, Savings and Cash Flow Management
Design custom budgeting plans that help clients track spending, allocate funds for savings, and avoid unnecessary expenditures. Help clients set up emergency funds and saving strategies for short-term goals (e.g., vacations, home purchases) and long-term goals (e.g., retirement, education)
Debt Management Strategy
Create actionable plans to help clients pay off high-interest debt faster (e.g., student loans, credit cards) through consolidation, refinancing options, or debt snowball methods.
Unlimited Email Support (For 2 Months)
Ensure clients feel supported and empowered throughout the engagement period. Clients will have direct email access for ongoing questions via our dedicated email priorityclients@moneystart.site
How It Works
Our 6-week Private Client Advisory is designed to help you gain financial clarity, build a personalized strategy, and confidently implement a wealth-building plan.
Phase 1: Pre-Engagement
Week 0 – Initial Consultation (30-Minute Call)
Your journey starts with a deep dive into your financial goals, mindset, and current situation. In this session, we’ll assess where you are, where you want to be, and how we can support you in achieving your financial aspirations.
Week 1 – Personalized Plan Summary
Within three days of your consultation, you’ll receive a Client Plan Summary, outlining the key takeaways from our conversation and the next steps tailored to your financial needs.
Phase 2: Engagement
Week 2 – Client Onboarding
Once you decide to move forward, we’ll kick off your onboarding process, which includes:
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A welcome packet to guide you through the journey
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A client agreement to confirm our partnership
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Payment completion to activate your advisory plan
Week 3 – Financial Planning Process
Within 7 working days of payment, you’ll receive your Personalized Financial Plan, a detailed roadmap with actionable steps to transform your finances.
Week 4 – Client Alignment (1-Hour Call)
One week after receiving your plan, we’ll have a Client Alignment Call to:
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Review your financial roadmap
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Address any obstacles or concerns
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Confirm the funds you can commit to savings and investments
Week 5 & 6 – Execution & Implementation
Now it’s time to put your plan into action! Over two weeks, you’ll begin implementing the investment and savings strategies outlined in your plan. You’ll receive guidance on asset allocation, and we’ll ensure you’re making informed decisions as you move forward.
Week 7 – Wrap-Up Call
We’ll review your progress, track what’s been achieved, and fine-tune any remaining steps to keep you on course toward your financial goals.
Phase 3: Ongoing Support & Retainer Model
Week 24 – 6-Month Post-Coaching Follow-Up
Included as a complimentary check-in, this courtesy call ensures you’re staying on track and making progress beyond our 6-week engagement.
Continued Support: Quarterly Retainer Model
For clients who want ongoing expert support, we offer a quarterly retainer package to keep your financial strategy aligned with your evolving goals.
What’s Included in the Retainer Package?
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Quarterly Strategy Calls – Speak with our senior financial advisors to review your progress, adjust your plan, and answer any questions. Life is dynamic, and we ensure your finances stay on track.
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Quarterly Portfolio Reports – Receive personalized reports, updated recommendations, and strategic insights, including new buy/sell opportunities.
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Unlimited Email Access – Direct access to our priority inbox at priorityclients@moneystart.site. Get responses within 48 hours for urgent financial queries.
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Lifetime Access – Enjoy free access to all Moneystart courses, workshops, and exclusive programs to continue your financial education.
Ready to take control of your finances? Let’s build your wealth with clarity and confidence.
Hear from one of my clients:
About Your Instructor
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Hi ! My name is Ibiyinka (Ibi) Ibru, and I'm a Certified Financial Education Instructor and the founder of Moneystart.
Here's my official page on the Financial Educators Council.
I started this business because a major life event in 2018 made me realise I had absolutely nothing to show for the last 4 years I had been working. I had two degrees from internationally renowned universities and a good job in a good industry but no savings, no investments and was still pretty much living hand to mouth hoping to make it till my next paycheck.
I had thought my finances would eventually just come together, but after 4 years of still not having my financial life in order, I decided to get really intentional about it.
The only problem was, even though I really really wanted to do this, I couldn’t figure out how, where to start, and if it could even be possible for me.
After making what felt like an endless amount of mistakes, I finally found a strategy that worked !
What surprised me was how many other people were in the same position I was, struggling in silence because they felt ‘behind’ and like everyone else had it figured out.
I started this business because I wanted to blow away the shame, fear and anxiety a lot of Millenials and Gen-Z’s have around money and also help people break out of being ‘stuck’ and move into having the financial health they always wanted for themselves.
I have a BSc in Neuroscience from King's College London and an MSc in Management from Imperial College Business School London and have over 8 years of experience working at international corporate finance, financial services and financial technology companies.
I spend my free time reading, going to the beach, hanging out with my husband, chasing my kids around and looking for new TV shows to watch (I’m open to recommendations!).
