Life on your terms

Bespoke financial planning for professionals and small business owners approaching retirement. 

Total financial peace of mind on how your money is working for you

Achieve the balance of planning for tomorrow while enjoying today

Spend more time doing what you love without financial anxiety or stress

Retirement planning can feel overwhelming

The world of money management can be a complicated place. 
We’re money experts, here to stand between you and your next financial mistake. 

Are you making these money mistakes?
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Does your financial plan align with your life goals ?

Personal finances should be truly personal to you and your life. We offer financial planning services that helps you plan for tomorrow without sacrificing enjoying your life today.

Wealth & investment management to help you invest and live better

LifeMap

Your bespoke financial life plan that maps your perfect future and helps you balance planning for tomorrow with enjoying today.

Headway

Our ongoing commitment to keeping your LifeMap firmly on track, with expertise. Get advice from a financial planner that makes sense.

SmartWealth Portfolios

Our investment management, expertly designed with a proven track record of creating and nurturing wealth.

Free yourself from money worries

Money shouldn’t get in the way of your life. It should be the tool you use to build the life you want, with the goals you have. 

Most financial advisers focus more on your money, rather than your story and your future. At Headsup we build your money around your life, without the confusion.

How to get started

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Book a chat

Book a free discovery call, at no cost.

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Get a plan designed for you and your life

Get a financial LifeMap designed around what you want most from life.

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Never stress about your future again

Free yourself from the weight of money worries and focus on enjoying today.

Ready to leave your money worries behind?

Hi, I'm Benjamin - your financial partner

With a busy life, time is the currency you care about. Trying to manage our money steals too much of that precious time from us. That’s where we come in.

I’ve been listening and talking to people about their relationship with money for almost a decade.

Got questions? No problem

What’s the difference between a financial planner and a financial adviser?

The devil is in the detail. A financial adviser often focuses solely on managing your wealth. A financial planner does this too, but will also spend more time getting to know you, your goals and your aspirations.

How do your services differ from traditional financial planning services?

We aren’t here to sell you products you don’t need. Our fees are transparent and impartial, so you know we’re only recommending what’s truly in your best interests. Check out our ‘what it costs’ page for more info.

What approach do you take with investment management?

Our investment philosophy is backed by decades of empirical evidence and investment theory. We recognise the undisputed efficiency of markets over time and that time in the markets always beats timing the markets.

What’s involved in your money management process?

Our effortless financial planning process is explained here.

How much does it cost?

Our fees are fair and vary depending on the complexity of your affairs, not how much you have to invest.

We offer a complimentary discovery session to get to know one another. It’s really important that we’re a good fit, as your financial planner should be by your side for life.

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