Visit us on Facebook Visit us on LinkedIn Visit us on Twitter Visit us on YouTube Visit us on Instagram

Welcome to

Thank you for completing your details. Don’t worry I will never pass these on to anyone else.  However, from time to time I will contact you when I have any new guides or free downloads available. Also, I will really appreciate it if you could link to me through social media at the links at the top of this page, please feel free to contact me through social media with any questions or comments you have.

Don’t forget to check out my videos on my youtube channel or listen to my podcast to keep up to date with all things financial.

Guides & Factsheets

These general guides and factsheets will provide you with the important things you need to know on a number of financial areas.

Tools & Templates

These tools and templates are used by thousands of members and are designed to make your life easier with organising your financial affairs.

The Money Plan Exercises

If you have purchased a copy of the book “The Money Plan”, then the below covers a number of exercises referenced in the book. If you haven’t read the book, these exercises are still useful to do and easy to follow.