I am Jon Dale, I was born in Leeds from a normal working class background. Where the aim in life if you were lucky was to just get a trade and then your set for life. I wasn’t one for school and main stream education definitely wasn’t for me.
I am now a full time Property Investor, multiple business owner, SSAS Trustee and a Wealth Coach for Wealth Builders.
My light bulb moment for me was after several events in life that made me realise that getting a job wasn’t for me and help shaped my wealth building journey.
My biggest two are my Dad passed away at the early age of 58. I was aged 28 at the time. He had worked all his life doing 40-60 hour weeks sometimes more to save and put money into a pension, to one day retire and sit back and enjoy life. Life had a different idea. It made think about our believes that we are bought up around and how I want to live life now as you never know what’s around the corner.
My Children (twins) were born premature at the 23 weeks. They were in hospital for 6 months and 8 months both in different hospital having different complicated life threating illnesses. Thankfully we got through this and I didn’t work or my wife during this time. I was lucky to have a good team around me in my business at the time to allow me to take this time off. These are just two examples that shocked me to the bone and realise that having income from assets are the foundation for me to live the life I want.
I have a background in Sales and marketing for blue chip companies. After leaving these roles I set up a mortgage practice in 2006 that grew to over 36 brokers UK WIDE, I have also owned 2 IFA businesses. After exiting my financial services business I set up a property Investments company with the aim to become financially free and Time free allowing me to have more control on my choices.
While financial goals are important I base my wealth not only on income but also on time. Time is the only thing that you can never get back and I want to spend my time with my family and doing what I want.
I have a small personal property portfolio.
Is a property investment business. We have a portfolio of properties and continue to grow these. We have done everything form simple BTLS, Flips, New build and commercial conversions. It’s a very diverse portfolio.
A property training business where we help our clients understand all the property basics so they can go and build a solid property portfolio at an affordable price. They get access to training, accountability and help with any issues. All delivered from property investors who actually invest in property and have built the majority of their wealth from property.
I joined the Wealth Builders as a founder member. This helped me focus and get to my financial goals. I achieved financial security with focus and dedication to my wealth building journey. Now having reached my financial security level, I continue to build my wealth while coaching other doing the same.
As a SSAS trustee of my own scheme I decided to set up SSAS Dragons network eb=vent based in Cardiff =. This aim is to meet link minded individuals who have SSAS. To learn, collaborate and grow our SSAS pensions in a safe environment.
I have also had the pleasure of speaking at Networking events both face to face and online events. I have been on several podcasts and love sharing and helping where I can.
I have real life experience in :
I continue with Wealth creation for my family to leave a legacy of wealth and knowledge for my children and their children and generations to come. I do this mostly via property, Investments, SSAS Pensions and businesses. Having been on this journey I chose to share my experience and knowledge and am happy to help if I can. I love helping people and seeing them succeed.
I believe that with the right mindset and with the right support and knowledge anyone can achieve financial freedom. The key for me was to keep it simple, follow a plan and stay on track.