What is financial life planning

Unlike traditional financial advisers, James won’t start talking about money.

As a Registered Life Planner with The Kinder Institute of Life Planning, James will focus on you, your hopes and dreams, your goals and aspirations, and your fears and concerns.

Financial life planning is about creating the life or lifestyle you want supported by a financial plan, rather than just financial products.

James is trained to listen and understand what life you have now and what life you want in the future.

Get in touch

If you’d like to find out more, complete the form below and James will be in touch.