We invite senior professionals to step back from the daily grind and engage in purposeful reflection.
January’s urge to “tidy up” is more than seasonal, it’s strategic. Resolutions often falter under family pressures, career changes, and choice overload, making financial order essential. Our first 2026 Life Planning Masterclass explores how rising income triggers tax traps, and why clear understanding of wrappers, pensions, investments, protection, and risk matters.
What we’ll cover
Quick wins: Maximising contributions, consolidating pensions, trimming spending, and refreshing insurance or estate plans.
Building good money habits: Automating savings, scheduling regular reviews, and maintaining discipline to stay on track.
Turning resolutions into long‑term success: How small steps and consistent habits transform short‑lived intentions into lasting financial wellbeing.
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