Lifestyle Financial Planning

Lifestyle Financial Planning is about achieving life’s most important and profound goals, putting life before money,  and not the other way round.

A financial lifestyle planner will help you to identify, achieve & maintain your desired “LIFESTYLE”.

What’s really important isn’t your money, it’s your life!

Money is central to our lives; from birth to death it shapes the way we live. Ever present, it will have a bearing on most decisions we make.

This is based on the premise that we must look at what your most essential goals in life are before formulating a financial plan.

How does lifestyle financial planning work?

Unsurprisingly, lifestyle financial planning is a process. It starts with an exploration of your current financial life, concerns and issues. The development of the vision of where you want to be, how you want to lead your life, is at the centre of the process.

The plan itself begins to emerge as the “ifs” and “buts” are addressed and strategies are formulated.  Current and future lifestyle expenditure is central to the planning process, as is the development, implimenting and monitoring of a clear and realistic investment policy. For those who embrace the process, the results are often life changing.

Traditional financial advisors focus on the numbers, budgeting, investments, products, taxes, or insurance–without exploring the bigger and more important picture. This is not our style!