Founded by Kelly-Anne Quinn, Life Planning was created with one clear goal: to make expert financial advice accessible, transparent and easy to understand. We believe financial planning should be built around people, not products, with every recommendation tailored to your individual goals and circumstances.
Whether you’re planning for retirement, protecting your family, growing your wealth or simply looking for clarity, our approach is always the same — honest advice, clear communication and long-term support that puts your interests first.
We believe financial planning is about more than numbers. It’s about building lasting relationships, providing honest advice and giving you the confidence to make informed financial decisions.
With over 25 years of experience in the financial services industry, Kelly-Anne is passionate about helping individuals, families and business owners make confident financial decisions through personalised financial planning.
As a CERTIFIED FINANCIAL PLANNER™ professional, she works closely with clients to create tailored financial plans that reflect their goals, values and long-term aspirations.
Kelly-Anne was awarded the 2023 LIA Daniel Grimes Gold Medal for outstanding performance in the Postgraduate Diploma in Financial Planning and later achieved a First Class Honours Master’s in Financial Planning & Sustainability.
With over seven years’ experience in the financial services industry, Ciara supports clients and advisers throughout the financial planning process, helping to ensure every client receives a professional, efficient and welcoming experience.
Drawing on her background in banking, pensions and life insurance, Ciara brings a detail-oriented and client-focused approach to her role. She is dedicated to providing exceptional service and helping clients feel informed and confident throughout their financial journey.
Ciara holds a Professional Diploma in Financial Advice (QFA), awarded in 2023.