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Life Planning

"The trouble with not having a goal is that you can spend your life running up and down the field and never score." - Bill Copeland

Bill Copeland's quote is a great reminder that without life goals, you can easily lose direction and drift into retirement without even realising you’re not on track to achieve the secure and comfortable lifestyle you’ve dreamed of.

However, there are simple steps you can take that will put you on the right path to financial freedom and security, and the first of those is to create a Life Plan.

During a 2-hour Life Planning Session, you’ll create a Life Plan that gives you clarity around your goals, tailored strategies to build your wealth, an actionable to-do list to kickstart the journey towards achieving your goals, and potential quick wins so you can build momentum from day one.

During your 2-hour session, we’ll discuss:


Your current lifestyle and financial situation


What you envision your ideal life to look like for the next 10 years

The 3-year milestones you must aim for to bridge

the gap between where you are now and where you want to be


A customised to-do list of actions to kickstart your journey toward a secure retirement

Potential quick wins, ensuring momentum from day one.

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