What We Do

Lifestyle Planning

“The two most important days in your life are the day you were born and the day you find out why”
– Mark Twain

We are financial planners.

Our planners use their expertise, knowledge and experience to address your immediate financial concerns whilst securing your long-term future by developing a financial plan, including a Lifetime Cashflow Forecast.

Lifestyle planning helps to answer some fundamental questions, including:

  • Can you live your chosen lifestyle in the short, medium and long-term?
  • Can your assets be used to improve your current standard of living?
  • Will your family be financially secure if you cannot work or die prematurely?
  • Are you on course to achieve your retirement goals?
  • How much do you need to sell your business for to have a comfortable lifestyle in retirement?
  • When can you afford to retire?
  • Could your existing asset base allow you to retire now?
  • Will there be a time in life when you run out of money?
  • Can you afford to give money away and still live your desired lifestyle?

Our financial planners follow a five-stage process:

  1. Discovery
  2. Plan development
  3. Delivering your financial plan
  4. Implement
  5. Forward planning meetings

To discover more about our financial planning process, click here.