24/11/2025
In the past few weeks, I’ve had planning meetings with both new and existing clients who’ve come to me with the same agenda item: “When can I retire?”
It’s genuinely one of my favourite questions to be asked as an adviser.
I believe helping someone understand their retirement timeline—and showing them when they can reach financial independence—is one of the most motivating pieces of work we can put together as financial planners.
There’s nothing quite like producing a plan where the client’s main takeaway is to prepare their notice letter
Knowing that clarity and confidence came as a result of my advice is as satisfying as it gets.
Yet far too often, I meet people who believe they’re receiving ongoing financial advice but have never actually been shown what their financial independence day looks like, or when it’s achievable.
If that sounds familiar, don’t put it off any longer.
Find out when your financial independence day is—and what steps you need to take to get you there with confidence.
