Your Free Guide to Lifestyle Financial Planning for 2023



In our guide, we’ll help you identify where you are today, where you want to be, and what process to follow to create a plan that helps you achieve what matters most in your life. 

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Plan for your financial future today

Lifestyle financial planning has a end in mind, so you can get what you want out of life.

Lifestyle Financial Planners are different.

We have 3 profiles.

Lifestyle financial planning is about having a financial plan that is built around the lifestyle you want now and in the future, rather than around just financial products.

1. Life planning:  We help you identify what you want (or what they don’t want). This is often to maintain or improve your lifestyle. This is where we learn your story.

2. Financial planning: This is where we help you build and design a masterplan. We crunch the numbers, look at what you have now and determine if there are gaps in finances to deliver your goals.

3. Financial Advisor: We believe we have no right to talk about money until we get a thorough understanding of your story, needs, wants and goals. Products are our toolbox, which may be needed, or we may advise on your current products and levels of contributions. We then, if appropriate, find the correct products to fill gap in your plans.

Lifestyle financial planning goes beyond what we traditionally refer to as wealth, i.e., assets, net worth, and valuations. It seeks to understand the things you want to achieve in your lifetime, your values and what you want to be doing in 5-, 10-, 20- or 30 years’ time. It’s about establishing your goals and needs and enabling you to take control of your life and your finances.

In our guide, we look at why it’s important to understand your ambitions, your concerns, and your investment attitude to create a joined-up approach that works as your priorities change and you go
through different life events.

Creating a lifestyle planning approach should bring order and coordination to all areas of your finances, so you can achieve your lifestyle goals without fear of running out of money.

personal financial planning

Our process in 6 stages

1. Stage One

We take the time to get to know you, to understand your financial goals

2. Stage Two

We establish and collect all the information we need to gain a thorough understanding of your current financial position.

3. Stage Three

We thoroughly analyse your circumstances to identify the possibilities and opportunities also the potential pitfalls that may lie ahead.

4. Stage Four

We create a clear plan to help you achieve your aspirations and goals

5. Stage Five

Implementation of the agreed upon recommendations by client and planner, coordinating the process with other professionals such as life and pension brokers, specialist tax advisers or solicitors.

6. Stage Six

We’ll then make sure to track your progress and to consistently monitor and review. We’ll be as involved as you’d like us to be in the management of your plan and are happy to work within your timeframe.


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