"Everyone has a right to feel smart and confident with money. Everyone is entitled to live a life they love."
"So, empower yourself to take control of your money and build the wealth you need so you can life a life you love."
Continue feeling lost about retirement planning
Allow debt to control your life
Compromise on your lifestyle and dreams
Miss out on wealth-building opportunities
“I waited too long… and now I’m scared it’s too late to fix my finances.”
“What if I can’t afford to retire no matter how hard I’ve worked?”
“I keep thinking I’ve messed things up too badly to recover financially.”
“Retirement’s getting closer and I’m still not sure I’ll have enough saved.”
Struggle under constant financial pressure
Feel anxious about your family's financial security
Keep worrying about unexpected financial emergencies
“Same cycle every month: pay day, spending, stress.”
“I fix my money for a while, then slip back into old habits.”
“It feels like I’ve run out of time to finally get on top of my money.”
“I’ve been doing the same things with money for years and I’m still stuck.”
“My finances are all over the place and I don’t even know where to start.”
Packed full of stuff, including videos, books, templates and trackers, this no-nonsense 'boot camp' will help get you off the ground.
Shared learning, accountability, fresh perspectives, and supportive relationships will help you grow faster with community-driven insights and encouragement.
Individual planning, support, accountability, and expert
guidance will help you quickly and confidently achieve your financial transformation.
"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
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.
Define the life you want to live, whether it's simple moments with family, traveling the world, or pursuing a passion project.
Quantify your resources, both financial and human. Include any drags on those resources such as debts you need to clear.
Create your own success path to get you from here to there. Include space for the curve-balls life will inevitably throw at you.
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.
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 to support your spending, and guide you as you develop your plans to fill any gaps.
You need somewhere to put your money and your wealth as you accumulate it. I will show you how money really works. I will help you discover the virtues of a solid Investment MAP, and I will guide you as you develop your plans to build enough wealth to become secure in a life you love.
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 to easily adapt your plans so you and your loved ones can weather the impact of rough times.
Money should work for you, not the other way around. By taking charge of your financial choices, you can gain clarity and confidence, turning what feels like chaos into a clear, manageable plan that reflects your priorities.
Imagine a life where you’re free from financial stress—whether that’s enjoying simple moments with family, traveling the world, or pursuing a passion project. Our focus is on helping you use your money and resources to create yourself a life that truly makes you happy.
We all have a history with money. Some of it empowering, some of it not. But your past doesn’t define your future. Together, we’ll work to help you change old habits, face challenges with confidence, and turn every step forward into a reason to celebrate.
We believe in giving people the keys, resources, and confidence to take control of their financial journey.
Financial planning should lead to a life that feels fulfilling, joyful, and free from unnecessary stress.
Overcoming setbacks, changing habits, and embracing growth are central to building a solid foundation for the future.
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