Financial Expertise “On-Tap”
This is our fee-based, bespoke service which is aimed at clients who wish to develop an intimate and on-going relationship in which we can help them to identify and achieve their real financial goals and freedom. Our aim is to ensure that these clients achieve and maintain their desired lifestyle without fear of running out of money, and just as importantly, help to allay or eliminate those issues that keep most self-employed business people, busy professionals and retirees awake at night.
The process involves three distinct service components, each complementing the other in order to help deliver overall long-term benefits. The three components are broken down as follows;.
- Personal Lifestyle Planning
- Financial Planning
- Impartial Financial Advice
Personal Lifestyle Planning
This is the first and most important step, where the focus is on getting to know you, how you got to where you are now, and where you want to get to in the future. What you want to achieve financially in the next 5, 10 or even 30 years. What’s important to you? What drives you? What concerns do you have about your future? In other words, what do you want your money to do in the first place to give you the life you want to live and what are your priorities? Please contact us to arrange your free Discovery Meeting…
Once we have established what you are trying to achieve, we take you to the next stage using our State of the Art comprehensive financial modelling software and strategic planning.
This is where we analyse in detail, your existing financial situation to identify exactly “how you are fixed” and how these ‘financial resources’ can help contribute to the achievement of your lifestyle plan. We also look at any obstacles you may face and strategies around overcoming those and then invest the necessary time to create your detailed Financial Plan which will include, amongst other areas, an up to date balance sheet, income & expenditure summary, overview of your tax position and how these are likely to play out over the coming years. All of this will have a considerable impact on the shape of your financial future, but by far the most important thing from your perspective in having your Financial Plan accurately laid out in front of you is it “PUTS YOU IN CONTROL” of your financial life. Most clients have never seen anything like this before and experience a real sense of “WOW”
Impartial Financial Advice
The implementation stage, if certain products are needed, in your Financial Plan. If any financial arrangements or products are required to satisfy the needs of your financial plan, or if we need to alter and improve upon any existing plans, then we apply our significant experience, expertise and market research to identify the products and solutions that are best suited to your objectives and needs. Quite often, we have companies vying for business who will deliver a Price Pledge or guarantee that any plan arranged by Lifestyle Financial Planners will match or reduce the lowest cost plan on the market.
In Summary –
- Full Lifestyle Planning and Financial Planning analysis and recommendations
- Impartial ‘Second Opinion’ tax-efficient investment advice
- Net Worth Statement, Cash-Flow Projections and Summary Taxation Position
- Financial Needs analysis and goal setting
- Annual reviews and update meetings to ensure ongoing planning is relevant to your ongoing needs and forms part of your Lifestyle Planning.
- Regular contact concerning relevant financial information
- Access to your Financial Planning Consultant and support team as required
The Next Step;
We would love to meet up over a coffee so you can see how we are really are different. Please contact us today to arrange your initial Discovery Meeting, which is held entirely at our expense.