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What is Lifestyle Financial Planning?

At Mike Robertson Associates, we believe that the first stage in the Lifestyle Financial Planning process is really finding out about you.

financial planning for the future

Really getting to know your hopes and dreams, your goals, your aspirations, your fears and concerns.

Our aim is to find out what you are trying to achieve.

The main focus is on you the client and not your money.

This revolves primarily around one thing: LIFESTYLE!

In other words EXACTLY what sort of lifestyle do you have now, and what do you want in the future? A good lifestyle financial plan should then be able to identify shortfalls and complications by pulling all this information together and making sense of it.

financial questions, piecing your life together

To find out more

Contact us using the form on the right hand side to find out more about Lifestyle Financial Planning.