Life-Changing Exploration
Lifestyle Financial Planning, the art of enjoying more.
Have you ever asked yourself...
When can I afford to retire? How much do I need to last me for the rest of my life? When can I retire to spend more time with my loved ones? How much can I spend throughout my life?
If so, with the use of some very sophisticated cash flow modeling software, our Lifestyle Financial Planners will be able to help you answer these questions and more!
We feel that anyone can benefit from this service. Let us take you on a journey of self-discovery and help you to make some very important life decisions.
Life-Changing Exploration
Timeline of life.
Planning Infancy
Young, ambitious individuals wanting to pave a way for their and their family’s future; building up wealth and property along the way whilst protecting what they have.
Young, Ambitious IndividualsPlanning Infancy
Plan Development
Middle-aged, now wanting to enjoy a more prosperous life and potentially make positive lifestyle improvements. Organising investments and pensions with the hope of enjoying retirement sooner.
Middle-agedPlan Development
Plan Progression
Transition into and beyond retirement with the focus on structure, to enable increased options and a better sustainable lifestyle throughout retirement. Maybe selling of property assets or looking at the most tax efficient income streams via existing accumulated wealth. How can you spend more to hopefully enjoy your best life.
Transition into and beyond retirementPlan Progression
Plan Conclusion
The continuation of a happy retirement with potential planning strategies required for reduction in death tax on your estate, downsizing your home, long-term care provision or simply well thought out succession planning for your loved ones for complete peace of mind.
Continuation Of RetirementPlan Conclusion
A tailored Lifestyle Financial Plan with no initial fee.
Highly Sophisticated & No Initial Fee
To help us deliver our tailored Lifestyle Financial Planning service, we use highly sophisticated software. What’s more, we deliver all of this with no initial fee. By using a sophisticated cashflow modeling tool, we are able to help you visualise your financial future and understand whether or not you’ll be able to have the lifestyle you want in retirement.
The value of our service has the potential to be life-changing.
Life-Changing Potential
Each year we will review your Lifestyle Financial Plan, assessing the marketplace and any changes to your circumstances. The value has the potential to be life-changing. If you’d like to find out more about our new Lifestyle Financial Planning service, please don’t hesitate to ask your advisor or contact our admin team to arrange an appointment.