• Your ideal lifestyle? It matters to us.

    What do you really want in life? What motivates you? Security, clarity, peace of mind, financial freedom?

    Tell us your story
  • Bringing dreams closer, faster.

    A good look at your finances NOW could literally change your life for the better and bring your dreams closer faster.

    Here’s how we help
  • The life you want, when you want it.

    Life is not a rehearsal, there’s no practice run. Why wait? Take action NOW, then relax and enjoy all the good things life has to offer.

    Read on
About You

Planning for the life you want, when you want it. You’ve settled down to read about planning financially for the life you truly crave. And we’re really happy you’ve joined us, because things like this are so important. As is taking action sooner rather than later. Why delay? You could be enjoying your dreams NOW…

Learn more
About Us

It’s time to tell us your story, we’re all ears. What is you really want out of life? What is it that motivates you? Whether it’s security, clarity, peace of mind or freedom, it’s our job to get to the bottom of exactly what drives you, so we can work with you – long term…

Learn more
Meet the Team
  • DSC_7126 - Copy
    Philip Booth, CFP TM Managing Director & Financial Planner

    Philip is the Managing Director and financial planner at Booth Financial Planning, with more than 20 years of experience in financial services.

  • DSC_7170_lowres - Copy
    Marion Carter PA / Office Manager

    Marion is an invaluable member of the team at Booth Financial Planning, serving as both Personal Assistant and Office Manager.

  • DSC_7160 - Copy
    Richard McGee Paraplanner

    As our paraplanner, Richard plays an integral role in ensuring that our clients receive the highest level of financial planning services.

  • Elvis(2)
    Elvis Office Dog

    Elvis is our office dog and most active member of the team.