Create a Financial Plan that puts YOU at the centre.
Where Inner Wealth meets Outer Prosperity.
We help you to, not only, create a Lifestyle by Design.... we will help you to create your LEGACY.
Our Approach to Financial Planning?
Our Approach to Financial Planning goes well beyond numbers and spreadsheets. It's about aligning your financial goals with your true passions, values, and purpose. This approach recognises that your financial journey is intricately connected to your inner growth and well-being, ensuring your financial decisions are in harmony with what is true for you.
If you're driven by soul, you will create a life that is in alignment with what is correct for you and the financial architecture can then be put in place to support that ~ Sarah Hennigan, CFP
Pillars of Wealth Creation
Even though our approach offers a unique perspective, we would never discard the traditional aspects of wealth creation. Our methodology for wealth planning is therefore always built upon three fundamental pillars.
Earn
With the right strategies and mindset, you possess the aptitude to generate income through your pursuits. By aligning your passions and strengths, you can establish channels of financial inflow. The digital age presents an even greater opportunity for this.
Keep
The ability to keep a portion of your earnings is crucial. It requires developing a sensible attitude towards spending, saving, and handling your money. By comprehending the importance of striking a balance between enjoying the present and safeguarding your financial stability, you can ensure that your hard-earned assets remain adequately protected.
Grow
To grow and preserve your wealth, it is important to strategically allocate assets, make wise investment choices, that are in alignment with your values, and plan for the long term. By making informed decisions and shrewd investments, you can achieve financial stability and open doors to future opportunities. These three pillars form the foundation for creating and securing wealth throughout your financial journey.
Wealth Means Different Things to Different People.... our process is all about helping you to uncover what it means to YOU!
Our service is for those women who want to live life on their own terms. They have a desire to make a difference and they understand that the world is changing and they want to take their seat at the table in being part of creating the future they want their children to be living in.
Traditional financial planning often centers around managing significant assets, but this approach can overlook a crucial element of wealth creation: income. Our approach is different. We're here to not only help you manage and grow what you have, but also to place a strong emphasis on income generation. We understand that creating a steady and robust income stream is key to achieving your financial goals and the lifestyle you desire.
"Consider this for a moment. What if your diverse interests, talents, and passions were all part of your unique souls purpose? What if these seemingly disconnected pieces could be woven together to create a lifestyle that truly lights you up from the inside out?"
Introducing the concept of IKIGAI, the convergence of what you LOVE, what you're good at, what the world needs, and what people are willing to pay for. This is where the magic happens – the sweet spot where your rich experiences can be transformed into a SUSTAINABLE BUSINESS and a lasting LEGACY.
Our aim is to help you uncover your personal IKIGAI and then guide you towards building the financial architecture to support it. This is not your typical financial planning; it's a holistic approach that places you, the client, at the very centre. And we take it even further by centring your soul's purpose in every step we take.
We're here to empower you to step into your true potential, align your passions with your financial goals, and create a life and business that reflect your deepest values. Together, we'll navigate the intricacies of financial planning while honoring your unique path and purpose.
If you are done dancing to someone else's tune and are ready to create a lifestyle on your own terms, there has never been a better time to take that first step!!
Are you ready to create your
Wealth Eco System?
Take our quiz to gain valuable feedback on your Goal Setting, Entrepreneurial Spirit, Financial Mindset, and Work-Life Balance.
Our belief is that achieving an impartial financial plan necessitates complete independence from investment products.
As a result, we do not recommend any financial products.
By eliminating intermediaries, we ensure that you retain a larger portion of your own wealth.
When crafting your personalised wealth plan, our goal is to provide you with the tools to effortlessly increase your earnings and manage a significant portion of your finances on your own. But, also to ensure that you are in a position to align your financial decisions with your deepest values and aspirations.... enabling you to live a life of abundance, happiness and fulfilment.
Meet Sarah..
"As a Certified Financial Planner and Wealth Strategist, my aim is to support women who are seeking Financial Independence and the Freedom and Sovereignty to craft their own Lifestyles."
My commitment is to help you unlock your unique business potential, shape a business that resonates with your passions and strengths, and help you to put in place the Financial Architecture that allows you to live a life that is correct for you.
I'm multi passionate by nature and bring a one-of-a-kind blend of financial expertise, and, an understanding of the psychology of money to my work.
Although my experience encompasses over 20 years as a financial planner and adviser, I'm also an accredited GAME Plan practitioner and member of the Academy of Life Planning.
For those clients that desire to work at a deeper level than looking at the numbers alone, I also incorporate Human Design, Astrology, Numerology, EFT and Money Archetypes Coaching into my practice. My process is an incredibly unique blend of inner and outer work... the key, I believe, to living a life that is in alignment with what is most true for you!