I got into financial planning because I wanted to help people but after working with retirees for over a decade I knew if I wanted to have a real impact, I needed to work with people well before retirement so I could help them have more money, control, and choices now rather than waiting for retirement.

But I know in your 30’s & 40’s you are often super busy with your career and family and this money stuff is easy to put into the “I’ll get too basket” and before you know it you blink and have cost yourself a decade.

I also know there can be this fear of doing the wrong thing or something dumb that holds a lot of people back especially when it comes to investing – whether that’s investing in property or shares or something else. People get paralysed by this fear. They don’t want to do the wrong thing. So, they end up doing nothing which is just as costly.

And that’s why I created this guide to make it easier for you to start building momentum, to start building that traction you need and to take action.