Real Life Financial Planning

Holistic financial planning for an inspired retirement

Money isn’t just numbers – it’s a key to unlocking the doors to the future of your dreams.

Geoff Ivanac

Holistic financial planning for an inspired retirement

Money isn’t just numbers – it’s a key to unlocking the doors to the future of your dreams.

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Real Life Financial Planning

Getting Started

For many, designing a plan for the next chapter of your life starts with a simple question. Will I have enough? It’s a great question that leads immediately to another. Enough for what?

We believe that everyone needs a clear and inspiring vision for the future.

But where do you start?

We’ve created a simple tool that allows you to think about where you are today, how you think about the future and what, if anything may get in the way – as an individual or a couple. Take just three minutes and you’ll automatically receive a personalized summary, along with insights to help you define – or refine - a compelling vision for your future.

Here at Real Life Financial Planning, we see beyond the spreadsheets to uncover your story.

Reimagine your retirement.

Are cookie-cutter retirement plans suited to the way you want to live?

The thought of living to a 100 isn’t a dream anymore – it’s a reality. But how do you prepare for that?

Sure, there are the tangibles – the savings, the investments. But what about the intangible things that are important for a long, happy and purposeful life?

The pursuit of your passions, the relationships that span generations, the lifelong learning to keep you young – this is the healthy recipe that bakes a full and memorable life.

But too often, financial planning fails to take into account your life’s story.

Which is why traditional (and boring) retirement plans are simply not cut out for your life’s next chapter.

Our retirement planning services can help

We see beyond the numbers.

At Real Life Financial Planning, we believe money is a tool, not the answer to happiness.

We champion a heart-centred approach with our retirement planning services, aligning your financial decisions with your deepest values and how you want to live your life.

Book a chat with Geoff now.

Discover the heart-centred approach to financial planning

We won’t simply help you “retire” with our retirement planning services – we’ll work together to uncover your life’s story and how you want the next chapter of your life to play out.

Determining what matters the most to you is the first step in creating a life-centred financial plan that’ll allow you to embrace a purpose-driven retirement. See how the process works.

Access your FREE ebook

Find your purpose, explore possibilities and live an inspired retirement.

Real Life Financial Planning
Real Life Financial Planning
Real Life Financial Planning

“Retirement is not the end of the road.
It is the beginning of the open highway.”
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Let’s chart the path to an inspired retirement

Don’t get boxed into outdated financial plans.

Make your next 50 your best 50

Embrace the many different pathways to retirement with our retirement planning services.

Be secure in your finances, rich in experiences, and ready for all the adventures the next decades bring.

Our financial planning packages

Head & Heart Financial Plan

The Head & Heart Financial Plan is designed for pre-retirees who are 50+, with a holistic approach focusing both on traditional financial planning and on the more intangible, heartfelt aspects of life.

Discover the blend of financial strategy and emotional wellbeing.

We help you align your financial goals with what holds the deepest value to you.

Summon the magic to transform the everyday retirement into the extraordinary.

Legacy Plan

Secure your legacy and protect your loved ones. We will craft a comprehensive wills and estate plan tailored to your unique needs ensuring your wealth is kept in your family.

We understand that legacy is broader than wealth - it’s about how you want to be remembered. Let’s ensure your wishes are granted when you’re no longer here.

Honour what’s truly important to you and your family so you can preserve and transition your wealth, but more importantly - your precious life story.

Retirement Coaching

Do you feel stuck when it comes to retirement? Worried about how you’ll spend your time or if you’ll have enough money for aged care?

If you’re unsure as to how your retirement will look, or want more clarity on what you need to focus on to create your dream retirement, then this package is for you.

We will meet up multiple times a year to go over all your questions and work with you to develop a flexible retirement plan that ties in with your vision for a long and fulfilled life.

New Chapter

Are you planning your next phase in life? Perhaps you have achieved financial security but the next stage is looking a little lacklustre. Let us work with you to figure out what to do next - we can help complex life changes feel easy - preparing you for whatever comes your way.

Our most in-depth package, New Chapter, includes everything available in all the other packages, plus more. It’s perfect for you if you’re a business owner or have more complicated affairs. Created not just for those on the cusp of retirement - New Chapter is perfect for anyone entering a new phase of their life.

Real Life Financial Planning