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Tue, 19 Mar



Planning your Financial Goals.

Start your financial plan by chatting through mine!

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Planning your Financial Goals.
Planning your Financial Goals.

Time & Location

19 Mar 2024, 19:30 – 20:30


About the Event


This event is an interactive workshop. 

Help build financial security, resilience and prosperity by talking through a financial planners, financial plan. 

Let's use my journey as an example, I'm fairly newly self employed and recently had a baby, so it is by no means perfect!

What are your goals and aspirations for you and your family?

How does your money mindset affect your spending?

We can take inspiration from each other to work on practical steps to improve your personal financial future.


  • Start thinking about your mindset around money, what goals do you have in the short medium and long term, what you want your retirement to look like
  • Work out your personal budget, what are you spending money on and what changes would you like to make
  • Review your past, present and future life goals


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