Your best life.
Planned.
Helping you build confidence, clarity, and control in life and finances.
Life Planning brings together your personal aspirations, values, and financial goals into one clear framework. It’s not just about money — it’s about creating a life that feels purposeful and secure, supported by a simple, practical financial plan.
Life Planning gives you clarity and control over your future. By making small, intentional changes today, you can shape the direction of your life — ensuring your time, energy, and finances truly support the life you and your family deserve.
Our Life Planning framework is delivered in three ways, depending on the support you need.
​1-2-1 Life Planning
A personalised Life Planning course delivered in person and/or virtual over approx. 12 sessions. This will offer a tailored program, designed to your personal circumstances to activate your financial future. Your personal Activation GAME Plan is delivered in 40-page document. Please contact me for an initial discussion
​Group Life Planning
Our weekly group sessions (4-6 participants) are designed to deliver the ACTIVATION GAME Plan in 12 sessions, over 3 months. All sessions are recorded and an interactive workbook is provided. NO personal, confidential or financial information is discussed in the group environment. Course run regularly please contact me for next set of dates.
1-2-1 Support and Generic guidance
​If you have a particular issue or a financial situation you would like to discuss – independent and conflict free discussion on available on an hourly basis or fixed fee project basis. Redundancy, Divorce, Unhappy with existing Advisor or a Financial MOT are all areas recently covered with clients
Why more people are rethinking money, work and life...
Economic Volatility
We are living in challenging economic times. Having a long term financial and investment plan, designed to cope with short term volatility, based on solid fundamental investment and risk frameworks gives you the best chance of achieving longer term financial stability
Technology
Advances in investment platforms and AI have made it easier and more cost-effective for individuals to manage their own finances and investments, relying on financial advisers only for more complex matters.
Unfulfilled dreams
Many people feel there is something else out there for them. There is real interest in reassessing careers and lifestyles. An increased focus on work-life balance, personal fulfilment and finding a career or role that provides you with true purpose.
Advice limitations
Traditional financial advice (IFA’s) is normally focused on managing investments and finances without considering the broader context of an individual's life goals and aspirations. This realisation has created a demand for more personalised and total wealth planning –
including Human Capital that consider the individual's unique circumstances and values.
​Side Car aspirations
Do you aspire to purse a secondary or part-time jobs, alongside your primary job? Side jobs, often a passion or a hobby, can be valuable sources of income that individuals explore outside their regular employment. They can be a stepping stone to a new career or launching a business.
Sustainability
There is a growing awareness of the importance of sustainability and environmental responsibility, with more people seeking to align their personal values with their financial decisions. This trend is leading to a greater emphasis on investing in companies and initiatives that prioritise sustainability and