Our focus is to ensure your peace of mind and to assist in prioritising and achieving your financial goals.
Core Advisory Service
Lifestyle Financial Planning provides many tangible benefits. It allows us to put the foundations in place for our clients and to provide them with clear and unbiased advice in all of the following areas:
Protection
We see protection as a key building block of any financial plan.Protection Planning
We will evaluate your protection insurance needs and incorporate them fully into your plan.
Retirement Planning
Retirement Planning provides you with the opportunity to evaluate the lifestyle you want in retirement.Retirement Planning
The advice we provide will keep you fully informed on all aspects of retirement planning.
Investments
Our investment advice is geared towards helping you achieve your goals.Investments
We will work with you to identify and implement an appropriate investment strategy.
Estate Planning & Wealth Transfer
When effective management of your wealth becomes a key consideration.Estate Planning & Wealth Transfer
Planning sufficient funds to achieve your lifetime goals in tandem with the tax-efficient distribution of your estate.
Day-to-Day Finances and Budgeting
Forming the habit of running a monthly surplus.Day-to-Day Finances and Budgeting
Keeping track of your finances to achieve your goals.Smart Finance 360°
Working with you and your other advisers to create clarity on your finances now and into the future and to determine whether you are on track to achieve goals that are important to you:
Smart Finance 360° combines advanced financial planning tools with experience and knowledge of protection, retirement planning, investments, estate planning and day-to-day finances and budgeting to deliver a plan that is tailored to your needs.
Latest Financial News
Read the Smart Finance Blog for the latest news, business, financial and investing news, including personal finance.
Key Questions & Principles of Long-term Investing
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions listed in our article. Trying to answer these questions
Budget Day Tax Tips
Charlie Weston's article outlines 10 measures to tip the scales in our favour and reduce tax bills in the months and years ahead. It is possible to backdate some of the measures for a period
Funding Their Future
The Zurich Cost of Education Survey 2018 provides an excellent outline of the various expenses involved in funding a typical college course for our children. The numbers are scary but with some preparation and plannig
Latest Financial News
Read the Smart Finance Blog for the latest news, business, financial and investing news, including personal finance.
Key Questions & Principles of Long-term Investing
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions listed in our article. Trying to answer these questions
Budget Day Tax Tips
Charlie Weston's article outlines 10 measures to tip the scales in our favour and reduce tax bills in the months and years ahead. It is possible to backdate some of the measures for a period
Funding Their Future
The Zurich Cost of Education Survey 2018 provides an excellent outline of the various expenses involved in funding a typical college course for our children. The numbers are scary but with some preparation and plannig
