Financial advice with a cuppa and a slice
Welcome to Postcard Planning
We help you to make the most of your finances, allowing you to focus on the things that really matter in life.
Creating those postcard moments
Whether you’re a business owner or you’re planning for retirement, we’re here to help you achieve your goals.
Your team
We build relationships with our clients that last throughout generations of family.
It’s important that as well as getting to know you, you get to know us too.
Meet our clients
Our clients are at the heart of everything we do. Some of them were kind enough to sit down and chat about how working with us has changed their lives for the better.
Planning for retirement
Derek and Tina Holliday
"They just go over and above for their clients."
Watch their storyAchieving early retirement
Harry and Anita Coulter
"Immediately I knew that they were the right people."
Watch their storyRetirement planning for a business owner
John Parkin
"They have more empathy for your situation."
Watch their storyCreating an income for retirement goals
Steve O’Connor
"I knew exactly what I was doing because they made it so clear."
Watch their storyGet in touch
We’d love to arrange a casual chat over a cuppa and cake to discuss how we might be able to help you. Just leave your details below and we’ll be in touch.