Caitriona Ellis
About
Engagement Types
Themes
TABLE OF CONTENTS
Biography Highlights
- Caitriona Ellis is a financial wellness expert and keynote speaker.
Biography
About Caitriona Ellis
Caitriona Ellis a highly competent individual with an honours Commerce degree. She is also a fully qualified Financial Advisor. She has recently completed her Level 4 qualification in Residential Estate Agency and is a Fellow of the National Estate Agents Association. Her career in the banking sector allows her great comfort with crunching numbers. She has been in the property market for the last 15 years managing her own buyto-lets with a portfolio of over £1m. She empowers women to master their money stuff for peace of mind now & for their future. She also sources high yield property in the North East adding a low input income to your life with a turnkey property investor solution.
Caitriona’s wealth of knowledge positions her as a financial Wellness expert through her academic and personal experiences. She is perfectly positioned to work with corporates on addressing the ‘S’ from the ESG principles which is currently a hot topic from COP26. The ‘Social’ element to her financial wellness programs is proven to increase staff retention thereby directly affecting a corporates bottom line. Her CPD accredited programs provide corporates with the assurity that her material has been quality assured by an internationally recognised body.
With her experience of remotely acquiring 6 hands free buy-to-lets in a 12 month period in the North East of England, Caitriona has a wide breadth of knowledge of how to effectively adopt this strategy. She shares openly her experience in who this strategy best suits, how to ensure your due diligence is thorough and what kind of returns you can expect.
Videos
Topics
Financial Wellness in a Cost of Living Crisis -Educating and empowering by increasing financial literacy
As we face the current cost of living crisis, many people are fearful. In this keynote Caitriona explains simply some key habits to adopt to allow individuals facing this crisis to empower themselves by increasing their financial literacy. Caitriona encourages the audience to believe that if she could overcome the mammoth financial challenges with her circumstances that they can too.
The art and science of financial wellness!
Is acquiring financial wellness an art or a science? In this keynote, Caitriona outlines the subtle differences between financial wellness and refining the delicate balance of mastering it through the lens of science and also the more intricate art form. Caitriona skilfully demonstrates the difference between the two and how each plays a key role in financial wellness. The audience understands that they too can access financial wellness through a series of baby steps regardless of their current circumstances.
A tale of two extremes - financial desperation to financial wellness
Caitriona’s personal story of triumph from a place of financial desperation is an inspirational one. Her journey has seen her navigate financial desperation, divorce, job loss, bereavements whilst home educating her 3 children and running multiple businesses. She is an ordinary person who inspires others who deeply resonate with the banality of her story. The audience is inspired to take charge of their financial wellness by confirming what their next baby step is to secure this for themselves and their loved ones.