Our mission as Lifestyle financial planners is a simple one.
We aim to help people understand their finances so that they can do the things that they want in life.
We achieve this by focusing on the following:-
- We continually challenge and question the dogma that persists in the financial services marketplace where plans, policies, funds, etc, are considered first and before true individual requirements.
- The way we challenge this dogma is by placing you at the centre of your planning, not plans, policies, funds, etc.
- We provide you with planning that is designed to give you peace of mind by maintaining your desired lifestyle and aims throughout your lifetime (without the fear of running out of money).
Our approach may feel a little different or uncomfortable at first as it will ask questions of you to which you may not have immediate answers. It may also challenge what you do and the financial arrangements you may already have in place.
What we can assure you of is this: when you embark on your planning with us you will change for good the way you view any financial arrangements or plans that you have, and even your current position (job, work, occupation, retirement etc.), and how these can help you achieve and maintain your desired lifestyle and aims throughout your lifetime without the fear of running out of money.