Quite simply; proper financial planning adds value to your life both financially but more importantly, personally. Allow us to explain…

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Why?

Life’s too short. We encourage our clients to secure a comfortable lifestyle that they enjoy.

“Any excess? We encourage them to spend it on the things they love and have real life experiences, today.”

Postcard Planning was selected as a name as we thought it reflects our philosophy perfectly. A postcard is often sent by someone wanting to share an amazing moment with the ones they care about the most. We want to replicate that for you and help you achieve more perfect moments to share with your loved ones.

So have a real think about the things you want to achieve in your lifetime and we’ll help you get there.

Testimonials

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When we first started looking for a financial adviser we felt out of our depth and we really didn’t enjoy the process at all until we found Rohan. Rohan has made planning for our future simple and most of all exciting. He has taken the time to explain the jargon and personalise our plan for our future and because of this we understand our finances more than ever. We trust Postcard Planning implicitly and we would highly recommend them to anyone.

- Mr & Mrs Colenso
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Rohan was both professional and caring. He listened to my request with regard to my re-mortgage. He couldn't have been more helpful and supportive. He found me a great deal and saved me a lot of money. I am a low earner and a single Mum, I was dreading sorting out a re-mortgage. He made it so easy. I would not hesitate to recommend him to anyone requiring mortgage advice.

- Ms MacArthur
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For anyone wanting down to earth financial advice I would highly recommend Rohan Sivajoti of Postcard Planning Ltd.

He recently gave me advice on my modest pension, helping me to decide when and how to draw it in order to maximise my finances.

Initially I was sceptical about paying for a financial advisor but found Rohan on the ‘Unbiased’ website accessed through Money Saving Expert. He was friendly, approachable and knowledgeable.

I would not hesitate to recommend him to anyone looking for straight forward, jargon free financial advice.

- Mr Cassell