Life Planning & Financial Coaching

Making your best life a reality

This service combines coaching, mentoring and guidance to help you understand what you really want from your life and ensure your finances align with your aspirations. Identifying your life ambitions is an important process and often a critical outcome of this service. However, if you want to translate this life into reality, you also need to understand your finances. This service combines the two elements to ensure that you can indeed live your best life as you see it. 


  • You are a private individual, couple or family.

  • You are feeling stuck in life or unchallenged.

  • You want a change but don't know where to start.

  • You are worried that you may wake up one day and regret not living life to the fullest. 

  • You are going through a pivotal moment in life (e.g. having children, retiring, being made redundant or finishing education) and want to understand what this new phase in life should look like.

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  • If one of the statements under 'Who?' apply to you, the service will be relevant to you now

  • Whenever a significant factor in your life changes (see 'Who?' - pivotal life moments), you need to think about how this impacts your life, your ambitions and your finances. 

  • Don't just wait for a health scare or accident to think about the life you really want to live. 

  • It is never too early or too late to live the life you really want to live. 


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  • The process is different for each individual as it depends on your existing awareness of your life ambitions, your understanding of and attitude towards money and how much time and resource you have available for this work. 

  • The following elements will form part of your sessions: 

    1. We define your dreams and ambitions. 

    2. We will identify your limiting beliefs which may be stopping you from living your best life. We will work on breaking through those beliefs to maximise your potential. 

    3. We will take stock of your finances as they are now. 

    4. We will identify strategies to optmise your finances and align them with your life ambitions. 

    5. We will set achievable action points for you. This will equip you to take your own decisions and put an exciting plan in place.


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  • Living a fulfilled life - we all deserve it!

  • Waking up every morning, full of joy, motivation and enthusiasm, loving life. 

  • No regrets.

  • Living the life you want, not the life that others define as successful. 

  • Thinking to yourself 'I can't believe I am doing this' or 'I can't believe I get paid for something I love doing'. 

  • The single, most important reason to do this is YOU.