Lifestyle Financial Planning is all about you, your life and your money. It helps you to take control of your future and achieve the best life possible. I believe it should be enjoyable and engaging and it will be the focus of our relationship.

Your assets should serve your goals and work hard for you.

Your Journey

Discover – What’s most important to you? This may be very simple, but we need to understand this in the context of your future income needs so we can plan how best to use your assets and create a plan that is tailored to fit your lifestyle. 

Organise – Obtain a clear and detailed understanding of your existing assets, liabilities and planning to identify what’s good, what’s redundant and what’s missing. 

Visualise – Marry your assets to your future goals using sophisticated cashflow forecasting software. This allows you to visualise your life in an entirely new way and becomes the basis of your plan. 

Plan – Start to think about how tax planning, investment strategies, insurance and other solutions might serve your goals and protect your lifestyle. 

Implement – Implement any recommendations, working in conjunction with your other professional advisers where necessary. 

Review – Review regularly. The planning is more important than the plan.