Sustainable Development Goals
Master your daily finances, strategic investments, and long-term assets while making sure your money moves align with your personal values, social impact, and environmental sustainability. Pick a sustainable development goal and create ecologically sound financial plans that support your life goals and aspirations to make a positive mark on the world. This way, your financial plans aren’t just about piling up wealth but also about achieving meaningful and fulfilling life objectives. Because who says you can’t do well while doing good?
Know Yourself
Discover your values and talents. Align your lofty, benevolent values with your passions. Find a purpose that lets you use them to serve others and make the world a better place. Because why not be the hero in your own story?
Find Your Tribe
Join a community of like-minded people who share your vision for change. Plan for financial security, so you have the time to invest in building your social network. Because let's face it, change is more fun with friends.
Change Your World
Collaborate to create a social return on investment in the area you care about. If not you, then who? If not now, then when? I’ve got the GAME Plan to help you be the change. Let’s make it happen.
To create a truly impactful financial plan, you’ve got to start with a deep dive into your core values. Aligning your life goals and financial plans with these values ensures our strategies are not just effective but also deeply fulfilling.
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A financial plan rooted in personal values? Now that resonates. It provides motivation and clarity. When your finances reflect your core beliefs and aspirations, you're more likely to stick to your plans and make smart decisions.
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As the Financial Life Coach, I specialise in innovative lifetime cashflow planning. Think of me as your financial planner and impartial ally, guiding you through every aspect of your financial journey – no middlemen involved.
Impact Planning Service
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Align your financial plan to support the social impact or environmental change you want to see in the world.
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The GAME Plan covers everything, from investments to retirement and estate planning, ensuring your financial decisions mirror your values and desired impact.
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For regulated investments, I coach you on DIY approaches to sustainable and socially responsible investing or point you towards wealth managers who actually get it. Because why settle for anything less than a plan that changes the world?
My Unique Approach:
Let’s be real – cookie-cutter plans just don’t cut it. My unique approach dives deep into your values and aspirations to craft a financial strategy that's as unique as you are. We’re not just crunching numbers here; we’re aligning your finances with your vision for the world. From DIY sustainable investing to finding wealth managers who actually get your goals, I’ve got you covered. Because why settle for ordinary when you can have extraordinary?
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Inclusive Strategy:
I cater to everyone – whether you’re managing smaller sums or prefer to go the self-directed route. My services aren’t just for the big fish; they extend to assets like properties and international investments too. Because everyone deserves top-notch financial planning, no matter the size of their wallet.
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Innovative Framework:
Forget the usual boring advice. I focus on creating new financial streams of income, offering a holistic approach you won’t find at traditional advice firms. I pinpoint your productive assets, tap into entrepreneurial opportunities, and craft a sustainable livelihood. Because who says you can’t have your cake and eat it too?
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Asset Strategising & Liability Forecasting:
My expertise in forecasting and strategising turns your financial goals into achievable plans. Want to invest with a clear commitment to environmental, social, and governance (ESG) criteria? I’ve got you covered. Because making money and saving the planet shouldn’t be mutually exclusive.
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