Lifestyle Financial Planning – Strategic guidance towards a dream lifestyle and a secure future.
From our 20 years experience, the one thing that I have learned is that people want to keep their lifestyle and possibly improve on it if they can afford to.
We regularly come across business owners (In particular) that are chained to their businesses, with little or no time off, probably in a strong position financially but they are working very hard. No one advised them how to run their business so it can set them free, yes set them free!
We help our clients to enjoy the life they want both now and going forward, Lifestyle Financial Planning is about you and not the money.
We build it (Financial Planning), fund it (Investment management), and ensure you stick to it (behavioural coaching).