Books

Plan for Happy is Adam’s latest book taking you through the journey of how to use financial planning for fulfil your life’s ambition and achieve your happy situation.

Everybody in this world needs financial help, they just don’t know they need it yet. As a qualified financial planner I can only help so many people and as a business owner I have to charge to do this. But financial advice is so important, I wanted to make this available to everyone.

This book is basically like I am working directly with the reader and taking them through financial planning process – from understanding their financial history, to setting long-term goals and everything in between. This book has specific actions the reader can take in terms of increasing saving, how to be tax-efficient in their investing and what investment strategy they can use.