What is Lifestyle Financial Planning?

Your life is about more than financial products, so your planning should be too.


Lifestyle Financial Planning is unlike other sorts of financial advice you may have come across.

Where they focus on products, we focus on your goals. Where they only look at areas they are comfortable with, we look at everything. Where they start with finances, we start with you.

Your finances are the vehicle for your lifestyle, but without knowing where you are going, it is impossible to choose the right vehicle for the job.

This is why all other approaches to financial planning end up leading you in circles (or potentially up the garden path!)

The process

Financial Planning is a six step process:

Lifestyle Financial Planning