Susanna Philbey

Virtual office.

Create your living, loving and holistic retirement plan!

$ 127.00 inc GST

‘Creating a living and loving retirement plan’ was created to help with these challenges –
-To enjoy continuing connection in later life
-To continue learning and growing
-To have your finances and legals organized
-To know what you want to do, where you want to go and who you want to journey with.

Description

MY PACKAGE  –  Course based, with supporting conversations around creating your living and loving retirement plan!

 

What you will receive

Option 1.               $127.00 inc. gst.

A self paced course containing worksheets covering the themes listed below.

 

Option 2.               $397.00 inc gst.

An introductory ‘getting to know you’ conversation – no obligation – FREE.

Course worksheets, planning information resources and conversations around –

  • Where you are now and where you want to be
  • Finances
  • Relationships; social life; friends
  • Legal information
  • Spiritual, mindset and health
  • Your ideal location
  • To work or not; volunteering
  • Hobbies; passions; recreation
  • Lifestyle
  • Action steps; summary; your vision; your plan.

Three conversations with me focusing on your life and your plan.

Sessions are tailored to your requirements.

 

‘Creating a living and loving retirement plan’ was created to help with these challenges –

  • To enjoy continuing connection in later life
  • To continue learning and growing
  • To have your finances and legals organized
  • To know what you want to do, where you want to go and who you want to journey with.

 

‘Creating a living and loving retirement plan’ will help you –

  • To work on your budget and financial requirements
  • To think about what you want to do, where you want to be and with whom
  • To give you choice and control about whether you wish to work till you’re 80!
  • Breaking it down, getting it done, freeing your mind, making way for your next best life.

 

I support women to create a holistic retirement plan to live and love in the best years of their life!

My vision for women is to create a retirement plan with clarity, peace and love about moving on to the next stage in life.

Take the first action step on your journey.

Call or email me for a no obligation ‘get to know each other’ conversation.

 

0427 232 093

susanna@susannaphilbey.com.au

http://www.susannaphilbey.com.au

 

Disclaimer:  You understand that the information provided to you is to provoke thought,

conversation and planning and should always be clarified by your accountant or legal representative,

before making any life decisions.

 

 

 

Hi, I’m Susanna Philbey.

My purpose and passion is ‘helping others to help themselves’

To create, motivate and accomplish.

So here I am – to be of service to you!

 

ABOUT ME

You might have noticed that I am a ‘mature’ woman,

with a many and varied life and working experience.

I have worked and volunteered in a wide variety of sectors, absorbing and growing along the way.

My skills and attributes are in organizing, lateral thinking,

project management and working with people;

my core values being purpose of life and well-being, and

my character traits of being supportive and responsible,

leads me to be a person who ‘serves others’.

 

How to decide if you would like to work with me –

My purpose is ‘helping others to help themselves’.

I stand up to support you not to be overwhelmed and worried about retirement;

to help you to get your plan in place, in your own way, in your own time