At Lifestyle Financial Planners, we value our relationships with our clients above all else. As Certified Financial Planners CFP®, we like to ensure transparency, by always looking to separate our “Lifestyle & Financial Planning Fee-Based Advice Service” from any product sale.
The first meeting between us is always held entirely at our expense. This is known as The Discovery Meeting and gives us both an opportunity to break the ice and see if we are potentially a “Good Fit” for each other. You will clearly see how we are different, what we stand for as a business and we can establish your requirements, if we feel we can satisfy these and add value to you as a client.
We will provide you with a copy of our Terms of Business, which clearly outlines our fees, and If we both agree to proceed at this stage, we will gather some more information and begin the Financial Planning process.
Our Lifestyle Financial Planning Service revolves around giving you the ANSWERS TO ALL THOSE BIG QUESTIONS you always wanted answering, but never knew where to go, until now. These will be your first steps towards attaining the KEYS TO YOUR FINANCIAL FREEDOM.
A financial product/s may or may not form part of a solution towards your goal of attaining these keys to your financial freedom. If so, then Lifestyle Financial Planners may be remunerated by commission from product providers. If we receive commission from a product provider, then this may be offset against our fee, providing you with even greater value.
So, if you’re worried about “Your Retirement” ”Estate Planning & Wealth Preservation” “Family and/or Business Protection” “Investing more efficiently” or any other area that’s of issue to you or would simply like to use us as a sounding board for a 2nd opinion, then get in touch today and book your free “Discovery Meeting”
We partner with you and yours to help you attain your desired lifestyle, so you can live the life you want without fear or regret.