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Lifestyle Financial Planning

What is Lifestyle Financial Planning?

Lifestyle Financial Planning is simply looking at the big picture of where you stand financially.

The Process

Lifestyle Financial Planning is a six step process:


Establish your short, medium and long-term goals in life.


Work out what asset and liabilities you have.


Analyse & evaluate your financial status.


Develop your plan.


Implement your plan.


Monitor your plan & make necessary adjustments by reviews.

But what are the benefits of Lifestyle Financial Planning?

  • Clear understanding of current circumstances and future goals
  • Clear guidance - what actions to take, when to take them and the implications of doing nothing
  • Everything explained and presented clearly and plenty of opportunity to ask questions
  • Greater confidence through increased understanding
  • Peace of mind that your financial health is being addressed
  • A sense of direction - providing opportunity to assess progress
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