Life Changes. Your Financial Plan Should Too.
Navigating life’s big changes can feel overwhelming, especially when it comes to your finances. From career shifts and relationships to raising children and planning for retirement, major transitions impact more than just your day-to-day, they shape your long-term security.
To help men tackle these moments with confidence, Adam Drinkwater, Head of Advice at Treysta Wealth, featured in the “What Do I Do Next?” webinar series hosted by performance coach Miriam Wood. In his session, “Life, Money & Change: Financial Planning Through Every Stage of Life,” Adam discussed life’s financial challenges and shared practical strategies for managing finances during uncertain times.
The webinar explored:
- Adam’s personal journey from the UK to Australia and lessons learned along the way
- How mindset, values, behaviours, and frameworks shape financial and personal success
- What to consider when facing life changes, whether single, partnered, or managing relationships
- How financial stress can affect mental health, relationships, and career decisions, and ways to address it
- How to get started on financial planning at any stage in life
Adam emphasised that strong financial planning is more than spreadsheets and budgets, it builds confidence, freedom, and choice, helping men feel in control even when life throws curveballs.
Hosted online via Zoom, the session reinforced that money and mental wellbeing are closely linked. As Adam and Miriam discussed, financial stress is a leading factor in relationship tension, career setbacks, and mental health challenges for men. By approaching money with clarity and purpose, men can make informed decisions and avoid common pitfalls.
