We invite senior professionals to step back from the daily grind and engage in purposeful reflection.
As part of the “squeezed” generation, many of us juggle career, family, and finances without asking is my plan is on track? Rooted in values, planning sticks through life’s flux, promotions, family changes, shifting priorities. Join us to explore how a structured, values‑based plan aligns income, pensions, investments, and protection with aspirations.
What we’ll cover
Define values‑based planning – explore how aligning financial decisions with personal priorities creates lasting impact.
Understand behavioural drivers – recognise the biases and habits that influence choices and learn how to stay on track.
Apply structured strategies – see how income, pensions, investments, and protection can be connected to long‑term goals.
Introducing our speakers
James Bacon – Chartered Financial Planner, helping clients align their money with their values to build and protect long‑term wealth.
Lee Nguyen – Chartered Financial Planner, specialising in corporate financial planning and guiding business owners and professionals to build lasting security.
What’s in it for you?
Our Life Planners Masterclass series helps you cut through barriers and turn good intentions into lasting action. You’ll leave with a clearer sense of why planning often fails, how to make it stick, and how to align your financial plan with your evolving life and leadership role.
These sessions explore how education and accountability shape the life you’re building. With insights from behavioural economics, we’ll unpack why some goals endure while others slip, and how changes in income or career shifts affect your financial choices. Whether you’re navigating midlife demands or reimagining retirement, this is your space to pause, plan, and make decisions that reflect your true priorities.
45 min presentation & 15 min Q&A