The Samera Money Boot Camp


Stirling

Protect, Save and Grow
Your Money

Rising inflation, an energy crisis, and ongoing war, all of these issues are impacting your money.

In this live online event, Arun Mehra FCA discusses everything about finances that you need to know to protect, save and grow your money.

Now more than ever, in a world where there is so much noise, it’s imperative to have a solid strategy to manage your money.

No one else will look after your money better than you.

That’s why it is so important to understand the core concepts of managing your money and be able to ask the right questions of your advisors.

Not knowing is not an excuse, you need to arm yourself with the financial knowledge that will help you and your family protect, save and grow your money.

In this live online event, Arun will discuss the 3 areas of protecting, saving and growing your money in the current environment.

YOU CAN EITHER WATCH LIVE WITH US ON THE NIGHT OR WE WILL SEND YOU A RECORDING OF THE EVENT.

Amongst many things Arun will discuss:

Understanding your money – Financial Education

  • Understanding your money through financial literacy
  • Understanding the psychology of wealth building
  • Understanding your emotions and how to handle them when things go great but more importantly when they go wrong
  • Understanding the importance of compounding in investing
  • Managing your emotion with money

Protecting your money

  • The most important rules about your money
  • Inflation busting ideas
  • Money-saving tips for you personally and your business
  • Strategies to protect your assets and income
  • Tax-efficient ideas to protect your money

Saving your money

  • Money-saving tips for you personally and your business
  • The importance of saving regularly
  • Strategies for saving money
  • The importance of understanding the difference between good debt AND bad debt

Growing your money

  • Creating a strong investor mindset
  • Tax-efficient investment strategies
  • Income diversification methods
  • Investing in equities and property
  • Asset allocation strategies for your investments
  • Questions you should be asking your Professional advisors

The Importance of Financial Education

In my opinion, the key to wealth creation is financial education.

My working career has been all about understanding business, finance and money, its impact, and if you know what you are doing, and understand the basics, you can actually become wealthy in any of the scenarios detailed above.

There are so many aspects to financial education, but getting to grips with the following, is a great starting point to mastering your wealth.

  • Understanding the psychology of wealth building
  • Understanding your emotions and how to handle them when things go great but more importantly when they go wrong
  • Understanding the importance of compounding in investing
  • The importance of saving regularly
  • The importance of understanding the difference between good debt AND bad debt
  • Understanding of the taxes that work for you, and those that hinder your wealth
  • How to invest in the equity markets
  • How to invest in property
  • Building and buying businesses and generating passive income streams
  • Understanding the differences between speculation vs investing
  • Asset allocation strategies for a diversified income

Throughout this meeting, we will be sharing with you the foundations of essential financial and investment knowledge required to diversify your income and build multiple income streams.

So who am I? Why should you listen to me?

My name is Arun Mehra.

For the last 20+ years I have worked in business and finance with Healthcare professionals.

I have a First Class Honours degree in Engineering from Bristol University (yes I am an Oxbridge reject) I qualified as a Chartered Accountant with PwC London, the largest accountancy firm in the world in the late 1990’s. I worked as an equity analyst in the City for Donaldson, Lufkin and Jenrette (DLJ), Bank of America and Credit Suisse First Boston, and then I married a Dentist in 2001!

In the last 18 years I have built up the Samera businesses, which include accountancy, commercial finance, business brokerage and a rapidly growing Buying Group. In addition, I have created The Neem Tree Dental Group, bought and built apartment blocks, invested in many international stocks, shares and other exchange traded funds (ETF’s), run buy to let and Airbnb businesses.

Bottom line, I have considerable experience (warts and all) which I will happily share if you are seeking to becoming financially savvy and independent.

I certainly don’t claim to have all the answers, but I have enough experience and silver hair (lots of it to be fair) to help others gain financial independence.

I have made many mistakes along the way, but isn’t that the way to learn?

But where do you start with becoming financially independent?

There is so much noise today.

We are inundated by so many messages that it is truly very difficult to know what to do in terms of wealth building.

Is it to join the speculative rush of Bitcoin, or is it to buy property in a slump, or join reddit and trade speculatively en masse, or is it to set up or buy a dental practice?

What’s the correct direction?

In truth, it depends.

It firstly depends on what one considers as being financially independent.

For many people it is having an obscene amount of money, giving them the opportunity to buy multiple properties, cars etc.

For others, it may be having the time to think and do what they want, with whom they want, when they want, whilst generating a passive income stream through various income streams.

For others, it may be paying off the mortgage.

For others, it may mean quitting your job, leaving the rat race, and travelling the world.

Now all of the above is within your grasp if you understand how to manage your money better and become financially literate.

Becoming Financially Independent means becoming Financially Literate

Whilst so many dentists and doctors I have worked with over the last 20 years are some of the smartest people I have ever had the pleasure to work with, most with IQ levels way beyond mine, it’s surprising to see the lack of financial knowledge amongst many.

Of course, there are the outliers who can touch anything and turn it to gold, but many of these high earners lack the financial acumen to save, invest and become financially independent.

There are many who just fumble along hoping the NHS pension or a small buy to let portfolio will yield them the independence they desire to be truly financially free.

Or they just work harder, earning higher income, but paying higher taxes, and quite often burning out.

If you truly desire financial independence, its actually within your grasp if you actually take the decision to become financially literate or savvy.


Event Speakers

Arum Mehra

Arun Mehra FCA

Arun has a First Class Honours degree in Engineering from Bristol University.  He qualified as a Chartered Accountant with PwC London, the largest accountancy firm in the world in the late 1990s. He worked as an equity analyst in the City for Donaldson, Lufkin and Jenrette (DLJ), Bank of America and Credit Suisse First Boston, and then married a Dentist in 2001!

In the last 18 years, Arun has built up the Samera businesses, which include accountancy, commercial finance, business brokerage and a rapidly growing Buying Group. In addition, with his wife, Dr Smita Mehra, he has created The Neem Tree Dental Practices, bought and built apartment blocks, invested in many international stocks, shares and other exchange-traded funds (ETFs), run buy to let and Airbnb businesses.

Bottom line, he has considerable experience (warts and all) which he will happily share if you are seeking to become financially savvy and gain much better control of your money.

“I certainly don’t claim to have all the answers, but I have enough experience and silver hair (lots of it to be fair) to help you gain control over your money.”

£199

per person
September 14, 2022 - September 14, 2022
19:00 - 22:00
Online