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Our approach

We believe in a ‘lifestyle’ approach to financial planning

Your financial plan provides a personal roadmap to help you achieve your financial goals.

Lifestyle financial planning is about helping you to move beyond the traditional notions of wealth such as assets, net worth and business valuation, toward genuine prosperity. This is when your resources are aligned with a sense of self and life.  Some call it ‘giving your money to your meaning’.

A lifestyle financial planner asks challenging questions, such as:

  • What’s most important to you?
  • What are you trying to achieve?
  • What does money mean to you?
  • What life do you want to lead?

Our lifestyle financial planning approach will help establish what’s really important to you and then use your finances in a way that lines up with those goals and values.

What we give:

Our 6-step lifestyle planning process

1 – Set goals

We spend time with you to help you formulate and articulate your financial goals.

2 – Gather information

We access all the information we need to focus on your specific wants and needs.

3 – Analyse current course of action

We review your current situation to create a clear picture of your preferred lifestyle and aspirations.

4 – Make recommendations

We draw up a financial plan that details how your objectives can be achieved and outlines every aspect of your financial decision-making.

5 – Implement the plan

You sign off the financial plan and we put it to work.

6 – Monitor and review

We work with you to ensure your financial plan is tweaked and updated to remain relevant as events in and out of your control change in your life.

What you get:

  • Objective thinking
  • Reliable forecasting
  • Realistic goal setting
  • Expert analysis and advice
  • Informed decision making
  • Written recommendations
  • A dedicated person to take you through the process
  • Ongoing support

The 3 pillars of ‘lifestyle’ financial planning

To create a customised financial plan for you, we focus on:

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