Resources

Resources

How much is enough?

How much is enough?

How much is enough? That’s a question I get asked quite often. And it’s also one I ask my clients when we first talk about putting in place a LifePlan. I often a share a book with clients called Enough – How Much Money do You Need for the Rest of Your Life? By Paul

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changes in circumstances

Changes in your Circumstances – What to Consider

If ever there was a time to take stock and review your life, the decade we are now in has to be it. No matter how much planning we may have done, we could never have predicted a global pandemic and the terrible tragedy in Ukraine. And that’s just two events – there are so

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living life on purpose

Living Life on Purpose

Living Life on Purpose – what does that mean to you? This is about your reason for getting up in the morning. What sparks you to have a spring in your step? It’s easy for us to focus on money and what that delivers for us. But the excitement of buying more “things” soon wears

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holiday of a lifetime

Holiday of a Lifetime – When and How should you take it?

Dreaming of your holiday of a lifetime? What if you were planning it, instead of wondering if that dream was ever going to come true? That is possible, so let’s talk about that a bit more. After all, who doesn’t want to think about something exciting in dreary January? A holiday of a lifetime can

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thinking about life transitions

Thinking about Life Transitions

How much time do you spend thinking about your life transitions? Those events you anticipate happening in the next few years of your life? As we reach the end of the year, and have some down time over the festive period, it is often a time of reflection. We have chance to think about our

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independent school education

Independent School Education – What to Consider

Your children’s education is one of the biggest ways you can shape their lives. And it’s the reason why many people choose to invest in an independent school education, rather than their home, or themselves. Many clients ask me to prepare a cashflow forecast to see if they can afford a private education. But there

Read More »
How much is enough?

How much is enough?

How much is enough? That’s a question I get asked quite often. And it’s also one I ask my clients when we first talk about putting in place a LifePlan. I often a share a book with clients called Enough – How Much Money do You Need for the Rest of Your Life? By Paul

Read More »
changes in circumstances

Changes in your Circumstances – What to Consider

If ever there was a time to take stock and review your life, the decade we are now in has to be it. No matter how much planning we may have done, we could never have predicted a global pandemic and the terrible tragedy in Ukraine. And that’s just two events – there are so

Read More »
living life on purpose

Living Life on Purpose

Living Life on Purpose – what does that mean to you? This is about your reason for getting up in the morning. What sparks you to have a spring in your step? It’s easy for us to focus on money and what that delivers for us. But the excitement of buying more “things” soon wears

Read More »
holiday of a lifetime

Holiday of a Lifetime – When and How should you take it?

Dreaming of your holiday of a lifetime? What if you were planning it, instead of wondering if that dream was ever going to come true? That is possible, so let’s talk about that a bit more. After all, who doesn’t want to think about something exciting in dreary January? A holiday of a lifetime can

Read More »
thinking about life transitions

Thinking about Life Transitions

How much time do you spend thinking about your life transitions? Those events you anticipate happening in the next few years of your life? As we reach the end of the year, and have some down time over the festive period, it is often a time of reflection. We have chance to think about our

Read More »
independent school education

Independent School Education – What to Consider

Your children’s education is one of the biggest ways you can shape their lives. And it’s the reason why many people choose to invest in an independent school education, rather than their home, or themselves. Many clients ask me to prepare a cashflow forecast to see if they can afford a private education. But there

Read More »
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