12/10/2026
Why did I build Prosperity Life Planning the way I did? 💛
I spent the first 10 years of my career working for Irish Life Assurance and Barclays Financial Management.
I learnt so much during those years, but there was something I felt was missing.
We spent a lot of time talking about pensions, investments and financial products, but not enough time understanding what people actually wanted from their lives.
And that always bothered me.
When I went independent over 20 years ago, I wanted to do things differently.
Over the years, that led me to train as a Registered Life Planner and Certified Money Coach, which completely changed the way I have conversations with clients.
Because before we start talking about the money, I want to understand the person.
What matters to them? What do they want their life to look like? And what’s stopping them from getting there?
Hosting my second Summer Soirée this year was a lovely reminder of why I do what I do.
Listening to my clients share their own stories about retiring with confidence, spending more time with family and finally feeling able to enjoy what they’ve worked so hard for was incredibly special. 🥰
They weren’t talking about investment returns.
They were talking about what having that financial confidence had allowed them to do with their lives.
And that’s what it’s always been about for me.
After more than 30 years in financial planning, I still believe the most important question isn’t just how much money you have.
It’s what you want that money to make possible for you. 💛