Warren Shute
 

TMP TALKS

Build Confidence

  • Develop lifelong confidence in managing finances, from everyday spending to future planning.

Practical Steps

  • Simple, proven actions that make financial wellbeing achievable for everyone.

Tailored Talks

  • Adapted for schools, workplaces, or professional events to suit your audience.

The Money Plan Talk is built around the five fundamental steps from Warren Shute’s Amazon #1 best-selling book The Money Plan.

These engaging and practical presentations equip audiences with the knowledge and tools they need to take control of their money, reduce stress, and build a more secure future.

Warren has delivered The Money Plan Talk to a wide range of audiences – from workplace seminars and corporate wellbeing programs, to schools and universities, as well as professional events such as those hosted by the CISI. Each talk is tailored to the audience, ensuring the lessons are relevant, accessible, and actionable.

ARRANGE A TALK

A summary of the steps are;

  1. Know what it is you want; how to clarify your outcome.
  2. Get financially well organised; from personal banking, to children’s pocket money.
  3. Review your financial foundations and have a plan; 3 essential points, 5 optional.
  4. Repay your unsecured debt fast; using the snowball debt repayment system.
  5. Investment; how to intelligently secure your retirement income.

In addition to this, the presentation can be tailored to suit your company’s specific employee benefits such as pension contributions, death in service, medical insurance etc.

For Your School

Help students build strong money habits early. The Money Plan Talk introduces young people to the basics of managing money with confidence, from budgeting and saving to understanding debt and planning ahead.

Warren makes financial education engaging and practical, giving students skills they can use right away and a foundation that will benefit them for life.

For Your Workplace

Support your team’s financial wellbeing with practical, motivating sessions. The Money Plan Talk shows employees how to take control of their money, reduce financial stress, and make the most of workplace benefits.

By building confidence and providing clear, actionable steps, these talks can improve employee wellbeing, focus, and long-term security.

For Your Event

Bring fresh, relevant financial insights to your audience. Whether it is a professional conference, member event, or guest lecture, The Money Plan Talk delivers engaging, thought-provoking content that inspires people to take positive action with their finances.

Each talk is tailored to your audience, ensuring maximum impact and lasting value.

ARRANGE A TMP TALK

“Engaging, relevant and insightful”

“Warren recently joined a panellist session at our Adviser 3.0 conference and had the best feedback of all our panel sessions held. The rapport between him, and Paul Cleworth was electric and the audience left wanting more. Warren was engaging, relevant and provided true insights and immeasurable value for his audience. We’d love to extend the session and audience with Warren if he’ll do us the honour of coming back again.”

Kate Phillips, Adviser 3.0 / Timeline

“So refreshing to see a true financial planning process”

“Thank you so much for the PFS Power webinar this morning. It was fab!

So refreshing to see a true financial planning process.

I’ll definitely be watching the webinar again”

Dineo

“It’s always brilliant to have speakers of the experience and quality of Warren involved.”

“Warren delivered an incredibly useful and challenging session to our delegates for which we are very grateful.”

Lee Robertson, Progressive Planning

“Excellent and engaging content”

“Hi Warren. Just wanted to say thanks for a great PFS presentation today. Excellent and engaging content and I enjoyed it a lot..”

Damian

“It’s given me so many ideas”

“Your PFS presentation was incredible! I absolutely love the way you work and I’ll be watching back, and recommending to colleagues. It’s given me so many ideas. “

Bex

Warren Shute

Trusted Financial Planner, Coach & Author

CONTACT
 

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