What do you need to know About Us?


NAVIGATING YOUR NEW BEGINNINGS

Planned Wishes About Us


Our mission;

“to empower you to have the best Retirement
and Later Life experience you can”




Planning for the life you want after retirement and being mentally prepared for the dramatic changes you will encounter are rarely discussed. Retirement is more than just Financial Planning.

“To have a fulfilling and satisfying Later Life
you need to plan for it and not just wish for it”.

Planned Wishes supports you in preparing for this major lifestyle change, deal with this period of uncertainty, dissatisfaction and provide the opportunity to identify new options and empowerment to pursue new directions.

Planned Wishes supports you in preparing for this major lifestyle change, deal with this period of uncertainty, dissatisfaction and provide the opportunity to identify new options and empowerment to pursue new directions.

We all enter this next phase of life from our own distinct perspective with many mixed emotions.

“Make sure you are making the most
of living  for today and planning for tomorrow.”

These include euphoria, a sense of relief, happiness, sadness, and loss. It is crucial for you to pre-plan for these inevitable changes. Ensuring you are better prepared to avoid the various issues many people experience.

We can help you to develop the mindset to handle the transition and challenges that you will be confronted with in this next new and exciting chapter of your life.

“Redesign your Life Today, to Live the Life that Offers the Possibility of a More Enjoyable Lifestyle and Focus for Your Future”

Happy retired couple enjoying a forest sunset



“Redesign your Life Today, to Live the Life
that Offers the Possibility of a More Enjoyable
Lifestyle and Focus for Your Future”




We offer support, a structure and an easy to understand format and proactive strategies which are customised for you through our coaching programs. Gain the clarity needed for the encore years you are seeking.

Our guarantee to you is that we will help you achieve your goals as:

“Redesign your Life Today, to Live the Life
that Offers the Possibility of a More Enjoyable
Lifestyle and Focus for Your Future”

We offer support, a structure and an easy to understand format and proactive strategies which are customised for you through our coaching programs. Gain the clarity needed for the encore years you are seeking.

Our guarantee to you is that we will help you achieve your goals as;

“we will provide practical independent, non-judgmental
information and guidance to support you in your planning
for the most enjoyable Later Life experience you can have”

If we can help you, or you want to Learn More Get in Touch with us today.
Thank yous, for visiting our site.

We look forward to connecting and working with you however we can.

Take action today for your Retirement and Later Life success!


About the Founders of Planned Wishes

Mandy


The Founders of Planned Wishes
One of the founders of Planned Wishes, a service that provides you with information and resources to increase your understanding and gain clarity to feel more confident when making decisions about your next two phases of Later Life.

 

My interest and involvement in Planned Wishes have continued to evolve from my personal life experiences and questioning the embedded status quo.

We are living longer, healthier and demand to be doing and living a more active and satisfying life than our parents.

I believe that exploring your mindset and the non-financial aspects in preparing for retirement provides a critical complement that most people never consider.

What “should” the next stages of your life look like, how are you supposed to be feeling and what you are doing to make the best of and enjoy the next phases of your life? These are just some areas I would love to explore with you as we journey into retirement, later life and move onto planning for your End-of-Life phase. I want to make sure you have access to impartial, practical and correct information that will reduce both the emotional and financial burden often due to the lack of or inadequate preparedness.

The illness and deaths of family and friends some premature have shaped my resolve to help others by providing information, education, guidance, and support when embarking upon your later life journey.

Through Planned Wishes, my intention is to promote the philosophy of living the best you can today and make sure you have plans for tomorrow.

More about me!

With a background in several self-funded business start-ups, in the hospitality, fitness, security, and training sectors. Experienced as an Operations Manager, Company Director. Project Manager and as a specialised Qality Assurance and Compliance Consultant.

My love of cooking takes me to different parts of the world to taste new foods and experience cultures of a country.  I enjoy bringing harmony and balance to physical spaces and pursuing my interests in learning about health & wellness. Watching movies on the weekend is my way of relaxing.

I look forward to working with you.

Mandy

Retired couple that planned for a successful retirement looking at country side

Jeffrey

My passion is helping people to discover what they can achieve today to create a successful tomorrow by leading people to discover where they want to build a bridge to achieving their vision for Retirement and Later Life.

I believe that being prepared through planning for the transition to retirement is the key to making it a fulfilling and rewarding lifestyle.

We will establish a practical solution together. By being focused on you, the challenges you may face, your values, skills, and drive for success.

I have been involved in developing and delivering a range of programs for Business start-ups and Small Business Management. In addition, have delivered courses and mentoring programs for the unemployed, mature workers and provided leadership, management, mentoring, coaching and motivation for many large organisations including Serco, BHP, Lendlease, Westfields, and Armaguard.

As a Training and Management Consultant, I have met many people unprepared for retirement. Some of them have re-entered the workforce, others have become grey-headed entrepreneurs whilst others just bemoan the dream of what they thought retirement would be! In addition, my own experience in living with and observing the emotional, financial, and personal stress due to the lack of or inadequate Later Life, Retirement, and End of Life Planning.

Hence my involvement with Planned Wishes.

My Background

A graduate of both Macquarie and Charles Sturt Universities in Education and Management with a range of Diploma courses in Financial Planning, Coaching, Business, Training and Assessment, Clinical Hypnotherapy, Small Business Management, and Health & Safety.

I have been a Small Business owner and have bootstrapped, developed business marketing plans and strategies for several businesses ranging from consulting businesses, fitness equipment hire, personal training, and a coach, a café and a nationally registered training company.

I reside in Perth Western Australia living through many of the issues that you will confront. In my spare time, I like to read, weight train, grow cactus, drink good coffee and tick items off my travel list.

Love to talk with you soon

Jeffrey

Get Started Today 

Your life is all about choices, careful consideration, and planning which often opens up opportunities for new experiences. Given the right information and prompted by the right questions, you can discover the answers you need to live a more meaningful and satisfying retirement and later life.

Are you;

  • thinking about retirement,
  • not feeling satisfied with day to day life, or even bored?
  • knowing there must be more to life in retirement?
  • worried about preparing for your later life, or
  • just want to do more?

 

FIND A PROGRAM THAT IS BEST SUITED TO YOU!

“What’s next?”

 

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