DB Wealth Planning and Preservation

DB Wealth Planning and Preservation

We like to think of ourselves as your financial Sat Nav, helping you get to where you want to go.

Offering services in Wealth Preservation Planning and Lifestyle Financial Planning, we can help you achieve a work-optional lifestyle and much more.

Intro to Cashflow Modelling 12/10/2024

๐Ÿ”ฎ Take Control of Your Financial Future with Cashflow Modelling ๐Ÿ“Š

Are you a business owner or executive feeling overwhelmed by the uncertainty of your financial future? ๐ˆ๐ญโ€™๐ฌ ๐ญ๐ข๐ฆ๐ž ๐ญ๐จ ๐œ๐ก๐š๐ง๐ ๐ž ๐ญ๐ก๐š๐ญ.

At DB Wealth Planning and Preservation, I use Cashflow Modelling as part of the ๐–๐จ๐ซ๐ค ๐Ž๐ฉ๐ญ๐ข๐จ๐ง๐š๐ฅ ๐‹๐ข๐Ÿ๐ž๐ฌ๐ญ๐ฒ๐ฅ๐ž ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐๐ฅ๐š๐งยฎ to give you a clear, visual roadmap of your finances. This powerful tool shows you how your decisions today impact your future, helping you make confident choices about your life and wealth.

๐ŸŽฅ Watch my latest video where I explain how Cashflow Modelling can eliminate financial guesswork and put you back in control of your future.

https://vimeo.com/1018965214

๐Ÿ’ฌ Ready to see what your financial future could look like? Letโ€™s book a consultation at my expense. Drop me a message or click the link below to schedule your consultation today!

https://calendly.com/financialdoug/quick-catch-up

Intro to Cashflow Modelling A brief intro to Cashflow Modelling.

12/10/2024

๐Ÿ“ˆ Ready for a ๐–๐จ๐ซ๐ค ๐Ž๐ฉ๐ญ๐ข๐จ๐ง๐š๐ฅ ๐‹๐ข๐Ÿ๐ž๐ฌ๐ญ๐ฒ๐ฅ๐ž? ๐Ÿ–๏ธ

Are you a business owner or executive feeling overwhelmed by the day-to-day grind? Do you dream of having more freedom without the stress of financial uncertainty?

As the Director of Financial Freedomยฎ at DB Wealth Planning & Presentation Ltd, Iโ€™ve created the ๐–๐จ๐ซ๐ค ๐Ž๐ฉ๐ญ๐ข๐จ๐ง๐š๐ฅ ๐‹๐ข๐Ÿ๐ž๐ฌ๐ญ๐ฒ๐ฅ๐ž ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐๐ฅ๐š๐งยฎ to help you transition to a life where your wealth works for youโ€”not the other way around.

With Lifestyle Financial Planning, you can achieve peace of mind knowing your financial future is in safe hands. Want to learn more about how this can work for you?

๐ŸŽฅ Watch my latest video to discover how Lifestyle Financial Planning can set you on the path to a work optional lifestyle, free from financial overwhelm.

https://vimeo.com/1018954969

๐Ÿ’ฌ Comment below or click to book your initial consultation (at my expense) and take the first step toward your work optional lifestyle! ๐Ÿ‘‡

https://calendly.com/financialdoug/quick-catch-up

26/09/2024

Just recorded another great episode of my podcast "Goals Do Come True" with Del Parsons due out in a few weeks.

Have a listen to previous episodes on Apple

https://podcasts.apple.com/gb/podcast/goals-do-come-true-with-doug-bennett/id1530802197

or Spotify

https://open.spotify.com/show/29iJKgwalTZ4OSpKkblIGA?si=fda479701bd94253

Have fun today.

Photos from DB Wealth Planning and Preservation's post 01/09/2024

๐ŸŒŸExciting News!๐ŸŒŸ

I just took a quick peek at the Amazon reviews for my book, *โ€œThink Simple, Win Big - How To Build the Business of Your Dreams With a Few Simple Goals,โ€* and I'm blown away by the incredible feedback! ๐Ÿš€

If you're in the process of setting up, re-energising, or recalibrating your business, this book could be just the boost you need. Imagine achieving the business of your dreams with just a few simple, powerful goals. It's all possible!

Ready to unlock your potential? Grab your copy today and start turning those dreams into reality. ๐Ÿ“ˆ

๐Ÿ‘‰ https://amzn.eu/d/9O4gE9Y

Letโ€™s make those big wins happen together! ๐Ÿ’ช

18/07/2024

๐Ÿ‘€ Youโ€™ve been lurking, havenโ€™t you?

Sitting on the sidelines, wondering if I can help you like I helped countless others achieve their financial freedom.

Donโ€™t be shy. Send me a DM, and letโ€™s talk about how we can unlock your incredible potential.

Letโ€™s embark on this journey together. Are you ready to redefine your future?

05/07/2024

Just did a couple of sessions with some clients on ChatGPT. We personalised their ChatGPT, and created 14 days of content.

If I did a free mini workshop in Wealth Tribe / Zoom next Thursday, 11th would anyone be interested.

โค๏ธ for yes.

28/06/2024

CARE HOME FEES

Do I factor it in when I complete your Work Optional Lifestyle Financial Planยฎ

When it comes to the subject of care home fees and how they factor into your financial planning, my approach is clear and simple:

As the Director of Financial Freedomยฎ, I don't incorporate care home fees into our plans. Why? Because it can utterly decimate your financial blueprint. With only a 16% chance that one of you might require care, it's simply not worth the psychological burden. Seeing the potential impact on your finances could lead you to give up or reduce the opportunities for early retirement and the joy that comes with it.

Instead, consider this: there's always the house. And let's not forget the unpredictable nature of government policies regarding care provision. Who knows what changes might come our way in the future?

Wouldn't you prefer to retire earlier and savour the incredible fruits of your labour? Embrace the freedom and enjoyment you've worked so hard to achieve. Let's focus on making that dream a reality.

Do you want to check out how you fair financially with your current knowledge in less than 2 minutes?

Duh! Of course you do, complete and submit your Financial Scorecard by clicking here

https://bit.ly/DBFSC

Your initial score acts as our framework to help improve your understanding of finances.

ScoreMy

Petition: Give parents/guardians a right to access social media accounts of their children 22/05/2024

Dear friends,

I write this with a heavy heart to share a deeply personal and urgent matter. My dear friend Ellen Roome has been living through an unimaginable pain since her young son, Jools, tragically took his own life. Jools had his whole life ahead of him, but something drove him to this devastating decision.

In her quest for closure and understanding, Ellen faces the heartbreaking reality that she cannot access Joolsโ€™ social media accounts to see what he was viewing or experiencing in his final days. This crucial access could provide her with the answers and peace she so desperately needs.

I urge you to sign this petition, which calls for the right of parents to review their childrenโ€™s social media accounts after such tragic events. This isnโ€™t just for Ellen, but for every parent who might find themselves in this unthinkable situation.

Sign the petition here

https://petition.parliament.uk/petitions/661407

Iโ€™ve witnessed a confident, capable businesswoman consumed by grief. It breaks my heart to see Ellen, who once radiated strength and determination, now struggling to find closure. We can help her, and others like her, take a step towards healing.

Please, take a moment to sign the petition and share it on your feed. Your support can make a world of difference.

With gratitude,
Doug

Petition: Give parents/guardians a right to access social media accounts of their children I want parents/guardians to have the right to be given access to their children's social media accounts, by social media providers, both when the child is alive and if they are deceased.

Twickenham Rugby Tube Map - Pubs as Stations A3 | eBay 26/03/2024

Calling all Rugby fans! Get your tube map of pubs to visit around Twickenham, while you getting ready for the match.

Youโ€™ll also be supporting Louis Johnson on his trek around England as all proceeds will go to support Ovarian Cancer Action.

Hi guys - to help Nick along with his charity target I have fulfilled a life long dream of creating a Tube Map of Twickenham with pubs as the stations. Iโ€™m selling for ยฃ10 on eBay with all proceeds going to Nick & Louisโ€™ walk. Any help promoting to any rugby fans you know would be appreciatedโ€ฆ. Please see eBay link below.. Mick.
https://www.ebay.co.uk/itm/116120200524

Twickenham Rugby Tube Map - Pubs as Stations A3 | eBay Whether it's The Cabbage Patch or The Eel Pie, this map has got you covered.

Want your business to be the top-listed Accountant in Crawley?
Click here to claim your Sponsored Listing.

Address


Suite F4, Worth Corner Business Centre, Turners Hill Road, Pound Hill
Crawley
RH107SL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm