WHO IS THIS FOR?

Our coaching process is designed for individuals who are serious about taking control of their financial future but need guidance to create a clear, structured plan. It’s ideal for those who have multiple financial priorities and want expert insight to make the right decisions with confidence.

Ambitious Professionals & Business Owners:

You're doing well financially, but you know there’s room to make smarter money decisions. You want to be debt-free, get on the property ladder, build a financial buffer, and grow your wealth without compromising your business or lifestyle. What you need is a clear, structured plan to turn your success into lasting financial security.

Growing Families & Future-Focused Individuals

You want to secure your family's financial future, prepare for major life events, and make the most of your money. You need clarity on how to prioritise your finances, and you’re looking for a strategy that balances your current financial goals with long-term stability, ensuring you make smart, confident decisions every step of the way.

Those Facing a Financial
Crossroads

You're thinking about a career change, starting a business, or buying property, and you need a solid financial game plan to make it happen. A recent financial wake-up call has made you realise the importance of structure and strategy. Now, you're looking for a clear, expert-led roadmap to guide you forward with confidence.

HOW IT WORKS

Your pre-work helps us understand your goals and aspirations, forming a key part of the review process. It allows us to tailor a financial plan that aligns with your priorities and ensures your money is working toward your objectives.

During your review, we’ll dive into your goals and aspirations, starting to shape a personalised financial plan to bring them to life. We’ll highlight your strengths, identify potential obstacles, and map out future considerations to ensure you have a practical, future-proof action plan.

Coaching is all about ongoing support and accountability, we don't believe in leaving you on your own. Life and circumstances change, and we’re here to help you adapt. After your review, you’ll have access to support via email and WhatsApp for any questions, big or small.

WHAT YOU GET

Expert Coaching & Support

Embark on your transformative journey with personalised one-on-one support from an expert coach. Gain a comprehensive view of your finances and clear actionable improvement plan.

Personalised Plan

Get a tailored financial plan designed to help you achieve your biggest goals with expert guidance, practical advice, and a clear strategy to move forward with confidence.

Accountability & Support

Accountability is the cornerstone of sustainable success. After your review, you'll have continuous access to your coach for ongoing support and guidance via email and WhatsApp.

Book A Session

Testimonials

Before working with Peter, I had a lot of financial pieces in motion but lacked a clear plan for growing my wealth. I wanted to invest in property but wasn’t sure how to do it without putting pressure on my business, and I wasn’t optimising things like my investments, pension, or insurance. The session was eye-opening and practical it took what felt like an overwhelming set of decisions and structured them into a clear, intentional plan.

Mel K

Head of Copy & Messaging

Peter had a solution for every issue i faced in my personal life. He also explained it so effortlessly and simply to where I am questioning myself as to why I did not think of this before. I really liked that we went through all my credit card balances and even more so, creating a realistic plan to clearing the debts. For the first time in many years, I am excited to work on my finances when usually I would shy away from any conversation regarding finance, this is due to the plan that was put in place with Pete’s help.

Nasiyr B

Trainee Lawyer

Frequently Asked Questions

Do I need to have a certain income level to benefit from this service?

No, this review is about optimising your finances, no matter where you are in your journey. Whether you’re just starting to build wealth or managing multiple investments, this service helps create a clear financial roadmap tailored to you.

How is this different from working with a financial adviser?

A traditional financial adviser may focus on selling products like insurance or investments, whereas this service is about independent, objective financial strategy. You’ll gain clarity, education, and a structured plan without any sales pitches.

What support do I get after the session?

After your session, you’re not on your own. You can email or WhatsApp me anytime if you have any questions, need clarification, or want further guidance. Whether it's a small query or a bigger decision, I’m here to help you stay on track towards your goals.

Will you try to upsell me in the session?

No, there are no sales pitches or hidden agendas in the session. The Comprehensive Financial Review is purely about helping you gain clarity, structure, and a personalised plan for your finances. The focus is on your goals and the best strategy to achieve them, not selling you additional services or products.

How long does the session last?

There are two coaching packages available: a 45-minute session and a 90-minute session. The 45-minute session is ideal for addressing a specific concern, providing focused guidance on a particular issue. If you need a more comprehensive review of your finances and a structured plan to move forward, the 90-minute session is recommended for a holistic approach.