Experience a transformative 90-day journey that aligns your financial goals with your life's true purpose. Discover the strategies and insights that will empower you to live a life of clarity and fulfillment.
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Design a life where money serves your purpose.
This feature helps you clarify what matters most to you.
Build a robust financial architecture tailored to your life goals.
Receive a detailed roadmap that guides your financial journey.
High achievers ready to step back, refocus, and realign their money with their life whether you’re approaching a pivot, exploring lifestyle changes, or feeling stuck in complexity.
Session 1: Vision & Values Mapping – Define what a truly great life looks like for you Session
2: Strategic Design – Align your priorities with meaningful financial direction and create your Personal Compass Session
3: Wealth Strategy – Build the detailed financial architecture to support your goals Session
4: Roadmap Reveal – Receive your personalised Wealth Compass™ and confident next steps
How We Help You Achieve Life & Wealth Alignment
This program equips you with essential tools for personal and financial alignment. You'll gain clarity on your values and a roadmap tailored to your unique goals.
A deep understanding of what really matters in your life — and why
A personal compass for decision-making (Purpose, Time, Energy, Wealth)Financial clarity and confidence, backed by expert strategy
A values-aligned roadmap across pensions, tax, and investments Peace of mind knowing your money is working in service of your life — not the other way around
A be spoke Wealth Compass™ and personalised action plan Free strategic review of existing pensions, ISAs, investments & protection products.
