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Ready to Secure Your Financial Future?
It's common in midlife to feel anxious about your future. The mortgage isn't cleared, retirement savings feel behind and expenses pile up. Yet friends retire, travel, and help their kids while you wonder if you ever will.
You shouldn't have to struggle to achieve financial peace, security and the fulfilling lifestyle you want.
So take the first step and empower yourself.
What they are saying about me
"I really enjoyed working together"
“I really enjoyed working together with you to attain my financial goals, believing that you understood my perspective fully and had the best interests of me and my family firmly in sight.”
- M Wilson
"I'll never look at a bathtub the same!"
“I would like to thank you for the time and effort you put in, I feel we got the balance right and I will no doubt reap the benefits in years to come. I’ll never look at a bathtub the same again!”
- P Stockley
"We felt in very safe hands"
“We have been extremely grateful to you for guiding our circumstances over the years. We very much felt that you were working with us with regards to our finances to the extent that we felt in very safe hands.”
- Mr & Mrs Joyce
What makes it special
The Anthony Plan is a no nonsense framework with four pillars designed to support and empower you to take control of your money and build the wealth you need to live a life you love:
Pillar 1. Your Money Identity
The way you behave around money reflects your identity. I will help you discover the truth behind why you think and behave the way you do around money. You'll then find it much easier to act and adopt the habits needed to become the type of person you want to be when it comes to money.
Pillar 2. Your Spending Plans
You'll discover the virtues of a good spending plan and learn how to spend your way through a life you love. I will help you identify the resources you have available to support your spending, and guide you as you develop your plans to fill any gaps.
Pillar 3. Your Wealth Building Plans
You need somewhere to put your money and your wealth as you accumulate it. I will show you how money really works and help you quantify the risks you can afford to take, the risks you need to take, and the risks you are willing to take. I will help you discover the virtues of a solid Investment MAP, and guide you as you develop your plans to build enough wealth to become secure in a life you love.
Pillar 4. Your Safety Net
Sometimes things go wrong in life. There is no avoiding it.
I will help you discover the importance and virtues of a robust safety net, and show you how you can easily adapt your plans so you and your loved ones can weather the impact of rough times.
About Me
For over three decades, as an award-winning financial planner, I’ve guided countless people through the challenges of managing their money. Many came to me feeling frustrated, uncertain, and worried about their financial future. They’d worked hard but struggled to make their efforts count where it mattered most.
Some hoped to retire early but found themselves working longer than they wanted, missing precious time with loved ones. Others were held back by habits they wished they’d broken sooner or felt overwhelmed by the confusing language and complexity of money and investments.
It doesn’t have to be this way.
That’s why I created The Anthony Plan, a straightforward, step-by-step framework designed to help people in their 40s and 50s take control of their finances with confidence and create a life that feels fulfilling, joyful, and free from unnecessary stress.
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