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 rather than waiting for them to materialise.

So why have you stopped by our website today? Perhaps you’ve come to a point in your life where you want to put a halt to feeling worried about whether you have enough money to live the life you want? Maybe you’ve discovered a need to achieve financial security, or you want to be sure you can maintain your current lifestyle?

You may be longing to retire and wondering if you can get there faster? Or perhaps you’ve already retired and want to get a clear head on your financial situation so you can sit back and relax, treat your loved ones and plan a brighter future for them too?

Then again, it could be you have a vision in mind of the lifestyle you want to achieve in the next 10 or 20 years, and could use some help planning how to get there.

Time is precious

You’ve worked hard, you’ve earned well. You are in the wonderful position of being able to influence your own destiny. It’s time to stop pondering and start thinking – and planning. Time is precious: there’s only one chance to get it right. There are no rehearsals. Life is not a game with lives to spend on practice runs. If you have a gut feeling that now is the time to start asking questions, we urge you to trust it.

Peace of mind, financial security and a sense of having achieved all your aspirations could actually be closer than you think. Fancy a chat? Give us a call or drop us a line and we’ll get the ball rolling. There’s an easy chair and a bubbling coffee pot ready and waiting over at our place.


  • Confidence?
  • Clarity?
  • Security?
  • Peace of mind?
  • Freedom?
  • Change?
  • How would you like a clear head on your financial situation? How much money do you need to live life the way you want, for as long as you want? Can you afford to make gifts to your family? How much would you like to leave your loved ones? And what are the most tax efficient options for taking care of all of this?

  • Maybe your partner has already retired and you are longing for quality time together doing the things you both love? Perhaps you’ve had enough of the rat race and what you really want is to transform a favourite pastime into a lifestyle business that earns you a liveable, stress-free income? What can you afford to do, and when can you break free?

  • You know how you want your life to be and you have a good idea when you want it to happen. So how do you get there? What do you need to save or invest? Is there a way you can earn more? Perhaps there are ways of spending less? With the right guidance, the power to influence your destiny is in your hands.

  • You are in the advantageous position of having more than enough to live your ideal lifestyle. Maybe you have your sights set on leaving legacies to loved ones or charities. Or perhaps you want to help your family financially NOW. But concerns over inheritance tax and protecting your assets should long term care become a necessity are making you nervous. So what are your best options?

  • There are things you’d love to do, lifestyle changes you dream of making. You work, but you’d really rather not. You are happy to spend the money you have, but you worry you won’t leave enough for rainy days, and it makes you feel guilty when you treat yourself, ‘just in case’. Chances are you can live your ideal lifestyle, it’s just you don’t know it yet. Financial clarity is what you need.