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Organise your finances for better money management

Whether you earn £10,000 or £1 million a year the principals are the same with a few extra zeros.

Many people who come to see me struggle with the basics of money management.  We are taught in school some complex mathematics, algebra, periodic table and foreign languages – all are of benefit, but none are as beneficial as the day to day management of your money.

Let’s face it, you’ll work for about 50% of your life and spend what you save during this period on the last 25% of your life.  Earning an average wage from 18 to state retirement age you’ll have over £1 Million passing through your bank account during your lifetime, so you could say using that definition, you’re a Millionaire! That’s a massive amount of money and schools don’t teach you how to manage that!

Getting financially organised is important, because clarity is power. When you know your numbers, your finances are not as complicated as you might think. Clarity gives you the enthusiasm to make better decisions and live the life you want to live.

Download free resources to help you get financially organised

Suggested Further Reading

getting financially organised so you can have better money management

We start with the plan and goals and ask ‘how do you really want to spend the rest of your life?’.


We have a system to get you financially organised and make your financial life automatic.


We show you how to protect yourself and your estate for long term financial success.


We use a special debt management system to accelerate the repayment of your debts.


We provide you with all the tools and information you will need to ensure you success in your retirement planning including access to professionally allocated portfolios.