MoneyPlan Coach
Why work with me?
I understand the complexity of juggling Pensions, Property Decisions, and Healthcare Planning — and how important it is to balance financial security with enjoying life today.
You’ve worked hard to build your career, raise your family, and grow your wealth — now it’s time to make sure the next chapter gives you the freedom and peace of mind you deserve.
The Challenges of Near Retirement
Many of my clients approaching retirement feel a mix of excitement and worry. Common concerns include:​​
Have I saved enough to maintain my lifestyle?
When should I access my pensions, or overseas funds?
What’s the best way to reduce debt before I stop working?
Should I downsize, buy, or sell property?
How do I make sure I don’t run out of money in retirement?
How can I live well today and still feel safe tomorrow?
You’re not just another client.
Every plan I create is personal, built around your unique goals, challenges, and the life you want to live — not a one-size-fits-all template.”
Clarity
Making sense of Pensions, and property decisions so you have a clear picture of where you stand as retirement approaches.
Protection
Safeguarding your assets and income against unexpected health costs, market volatility, and changing retirement rules.
Growth
Helping you make the most of your investments in the final working years, so your money continues to work for you in retirement.
Balance
Ensuring you can enjoy life today while confidently stepping into retirement with long-term financial security.
Retirement isn’t an end — it’s your next beginning. Let’s make sure you start it with clarity and confidence.
How does it work?
FLOW is my 4-step process that helps you move from uncertainty to clarity with a plan that fits your life.