What you need to know Before You Invest
Discover the 5 Levels that can help UK beginner investors better understand key concepts before investing their first pound
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 ✅ Prepare yourself financially
âś…Learn how to create a realistic plan for managing your money
✅Explore ways to structure a long term approach that fits your goals
I want to receive the Guide for free!Level up your skills before you invest!
Level 1
Pay off Debt
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Learn why paying off debts above 6% is often recommended before investing
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Discover the Snowball and Avalanche methods and pick the one that suits your income
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Free up cash to start exploring investing in a way that works for your situation
Level 2
Set up your Budget Plan
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Follow the 4-step method to calculate income, expenses, and savings goals
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Decide how much to allocate to essentials, lifestyle, and your approach to investing
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Use my free Budget Planner to automate and simplify your money management
Level 3
Create your Emergency Fund
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Understand how your lifestyle and risk tolerance can help you decide an appropriate fund size
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Learn the 3–12 guidelines rule to protect your money from unexpected expenses
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Store it in a High-Yield Savings Account or Cash ISA to potentially earn monthly interest
Level 4
Build your Freedom Roadmap
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Explore what Financial Freedom could mean for you in numbers, not theory
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Learn how to estimate how long it might take to work toward making work optional
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See examples of how returns and withdrawals could contribute to generating passive income
Level 5
Define your Portfolio Approach
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Explore how to access the market with a suitable broker and account type (ISA, SIPP, GIA)
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Match your investing style with the time you can realistically dedicate each week
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Build a portfolio approach that aligns with your goals, effort level, and potential tax advantages
