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Frequently Asked Questions

You may have some questions regarding Planet Positive Planning or indeed just want to understand a little more about my approach. Some of the typical questions I often receive are answered below. If you still have more questions, please don't hesitate to contact me.

General

Question 

What is Planet Positive Planning?

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Planet Positive Planning is a holistic financial planning service that emphasises sustainability, personal well-being, and ethical financial management. It is run by myself, Neil Dissanayake, as a solo business. I aim to help individuals plan their financial futures while positively impacting the planet.

Question 

Does Planet Positive Planning offer investment advice?

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I do not offer specific investment advice, nor do I try to sell you investment products. This means I'm genuinely independent and can act with your best interests in mind.

 

I do not choose or recommend specific investments for you. Instead, I educate, guide and support you in learning how to make your own investment decisions. 

Question 

How else does the Planet Positive Planning approach differ from traditional investment advice?

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  • Understanding Your Goals: We begin by understanding your life goals and values thoroughly. Our focus is on crafting a plan that aligns with these before we discuss how investments can help you achieve them.

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  • Creating New Wealth: Traditional investment advice focuses on how you manage your existing financial wealth. In addition, we also explore how you can generate new wealth, whether through your career or entrepreneurial ventures.

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  • Comprehensive Asset Review:  Your entire asset portfolio is taken into account, beyond just pensions, savings, and investments. For many, your property will be a key asset to consider. We also see yourself as a vital asset in your financial plan.

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  • Climate Change Resilience: We aim to make your life and financial plan resilient against potential climate change risks, to help safeguard your future.

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  • Sustainable Investment Opportunities: We identify possible investment opportunities that arise from the society's need to fix climate change, allowing you to make a positive impact on the planet while aiming to optimise returns.

Question 

What services does Planet Positive Planning offer?

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I offer the following services:

  • Educational Resources and Tools

  • Life & Financial Planning (as a one-to-one service)

  • Ongoing Support (through email and/or regular calls)

Question 

What does the Educational Resources and Tools service include?

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This service includes access to educational content and tools designed to help you understand financial concepts, make informed decisions, and plan for your future effectively.

Question 

Can you explain the Life & Financial Planning service?

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This service helps you set personal and financial goals, and create a plan to achieve them. I also help you to identify risks and opportunities from climate change, and adjust your plan accordingly. This is a one-to-one personalised service aimed at improving your financial well-being. 

Question 

What is included in the Ongoing Support service?

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Ongoing Support provides continuous guidance and support, ensuring that your financial plan adapts to your changing needs and circumstances. This includes regular reviews and updates to your plan.

Question 

How can I get started with Planet Positive Planning?​

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You can start by scheduling a free discovery call through this website. This initial consultation will help me understand your needs and determine how I can best assist you.

Question 

What can I expect during the discovery call?

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During the discovery call, we will discuss your financial goals, current situation, and any specific concerns you may have. This helps me tailor my services to meet your unique needs.

Question 

What is the philosophy behind Planet Positive Planning?

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My philosophy is to integrate personal well-being with environmental and social responsibility. I believe in creating financial plans that not only secure your future but also contribute positively to society and the planet.

Question

How can I contact Planet Positive Planning for more information?

 

​You can contact me via email at neil@planetpositiveplanning.com. Additionally, you can use the contact form at the bottom of  the Home page to this website to send me a message.

Question 

Do you offer any free resources?

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Yes, I provide links to a variety of recommended free resources (offered by third-parties), to help you get started with your financial planning journey. You can access these by clicking on the "Free Resources" button, under the Services menu.

These FAQs should help provide clear and concise information about Planet Positive Planning.

If you need more specific details or additional FAQs, feel free to ask!

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