Transforming your
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Because your financial plan should empower you to live the life you’ve always envisioned.
Know your numbers
find your freedom
Money isn’t just about numbers, it’s personal. Really personal. That’s why we don’t dive into advice until we truly get to know you. We listen first, because understanding what matters most to you is where real financial planning begins. Most people are so busy juggling life that they don’t stop to think about their money until something feels off.
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Gain Clarity Over Your Money
We take the time to really listen to what you want from life, so you can get clear on your money and start shaping a future that feels good, now and later.
Have Confidence In Your Future
We’re here to guide and support you, giving you the confidence to go after your goals and live a life that feels rich in every way.
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Find your Financial Freedom
We break down the numbers in a way that makes sense, so you can stop stressing and start living life on your own terms.
Supporting you
through life’s transitions
Whether you’re planning for retirement, navigating family changes, or simply want to feel more confident about your future, we’re here to guide you.
Feeling financially stuck
When you're at a transitional point in life, money can cause you to worry or fear what your future may look like. Not understanding your money can make this even worse.
Overwhelmed with Pensions
We know that pensions and investments can be difficult to understand, and sometimes you need some help understanding how these things fit in your overall plans.
Unsure about the future
The future seems unclear and you're not sure what needs to happen to ensure you can do all the things you've always wanted to do.
What is
life planning?
This is where true financial planning begins. Before we talk about money, we take a step back and ask the real question: "What truly matters to you?"
More than Spreadsheets
Life Planning is about more than spreadsheets and savings goals. It’s about pressing pause, reflecting deeply, and uncovering what gives your life meaning.
What matters to you?
What do you care about most? What lights you up? What kind of life do you want to create? We guide you through a process that helps you get clear on your values, your passions, and the future you want to live into.
Guiding your decisions
Once you’re connected to your values, your goals become obvious. They feel right. They energise you. They guide everything we plan together.
Because when your life leads, your money follows, and that’s where the magic happens.
When we work together, we explore your financial freedom in three steps
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1. Prepare
Life Planning
2. Plan
Financial Planning
3. Prosper
Financial Advice
We start by getting to know what matters most to you and creating a clear vision for your future.
We analyse where you are now and build a personalised plan to align your money with your life goals.
We bring your plan to life, supporting you as you take action and create the future you’ve imagined.
Hi, I'm nila.
Director & Financial Planner
With over 33 years of experience and wisdom in financial services, I’ve supported professional women, couples, and families through some of life’s biggest transitions, from retirement planning to inheritance, business changes to evolving family needs.
My work goes beyond the numbers. It’s about helping you feel clear, calm, and confident about your future.
