We have developed four unique services that support you in aligning your personal finances to your personal values.

Retirement Planning Service

Retirement Planning Service

Supporting individuals and couples looking to retire within the next ten years, to discover a fresh perspective.

 

We break through complexity and jargon to align your personal finances with your highest values and deliver the retirement you desire.

 

The RETIRE Process features in the groundbreaking book ‘Retirement Compass -  Personal Finance for the Life you Desire’ available from Amazon.

Late Life Planning Service

Later Life Planning Service

During the ‘decumulation’ stage of the financial journey and beyond, financial requirements can change.

 

Our Later Life planning service focuses on the needs of those managing their personal finances at this potentially complex stage.

 

Often those using this service are acting as an attorney for a friend or relative in their later years.

Financial Review Service

Financial Review Service

For those looking for a clear plan to guide them through the ‘adulthood’ and ‘maturity’ stages of their financial journey.

 

This programme supports you to clarify your goals and structure your personal finances to achieve your desired lifestyle over the long term. 

Property Finance Service

Property Finance Service

For those looking to buy or re-finance property.

 

We help you look at the ‘bigger picture’ to devise and implement a strategy that supports your long-term ambitions. We act as project managers for your property transactions, so you get the most cost-effective solution with the least amount of hassle.