Big life change coming up? Here’s how to prepare your finances

​Getting married. Having a child. Moving country. Buying a home. Retiring.

​These are some of the biggest shifts we go through and they all come with financial implications most people only realise after the fact.

​This session is your chance to prepare properly. We’ll walk through the most common life transitions, and unpack what each one demands of you financially. You’ll get checklists, frameworks, and sanity-check tools to help you spot hidden costs, ask the right questions, and put systems in place before things get messy.

​Whether you’re facing one of these changes right now or want to be ready when the time comes, you’ll leave with clarity and a practical toolkit you can use again and again.

​You’ll come out with:

• ​A plan for the life shift you’re facing now—and tools to prepare for the rest

• ​Clear financial checklists for each transition

• ​A way to stress-test your plans and catch gaps early

• ​More control, less panic, and better timing around big decisions