Our Services
At Holm Oak, we believe financial security starts with knowledge. We help people make smarter financial choices by providing clear, practical guidance on savings, investments, and property-backed wealth strategies - without the jargon, complexity, or pressure.
Whether you're curious about how property investment works, want to compare different financial strategies, or need guidance on getting started, we offer three simple ways to learn more.
Short Courses – "Making Sense of Money & Investment"
Learn the Basics in 30 Minutes. Our bite-sized, no-jargon sessions are designed for people who want straightforward financial education without committing to hours of research.
Upcoming Sessions:
"Savings vs. Investments: What’s the Difference & Why Does It Matter?"
"How to Calculate Returns on Property Investment (And Compare It to Other Investments)"
"Getting Started: How to Make Your Money Work Harder & Smarter"
"Property Investment Myths & Realities" "How to Build Financial Security Beyond Your Salary" (Exploring diversified wealth-building strategies.)
How It Works:
- 30-minute sessions (live on Zoom or in-person)
- Small, informal groups – ask questions & get clear answers
- No sales pitches – just practical knowledge
Want to join a session? Get in touch to see upcoming dates.
One-to-One "Ask Me Anything" Calls
Have Questions? Let’s Talk.
If you're thinking about investing but feel unsure where to start, a Discovery Call is a relaxed way to ask your biggest questions in a one-to-one setting.
What We Cover:
- Understanding different investment options – what works for you?
- How to compare risk vs. return – savings, property, and beyond.
- Where to start if you want to make your money work harder.
30-minute call – free, no obligation.
Downloadable "Investor Toolkit" Sheets
Practical Guides to Help You Make Smarter Decisions. Not ready for a course or call?
Download our free investor resources and start learning at your own pace. Here are our available downloads...
"How to Compare Investment Returns (ROI, Yield, Return on Capital Employed)"
(Interactive worksheet.)
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