three steps to success

YOU ARE IN THE RIGHT PLACE

To get the most value from Lifestyle Financial Planning, there are 3 important steps we take:

Step 1: Discovery Meeting

(no cost to you)

Step 2: Financial Planning Meeting

Step 3: Plan

Presentation

Ongoing Advice: Keeping You on Track

Discovery Meeting | No Cost to You

The initial meeting is an excellent opportunity to meet and for us to get a better understanding of what you want to achieve.

This meeting is at no cost to you, and you are under no obligation to continue with our services.

The initial meeting is an excellent opportunity to meet and for us to get a better understanding of what you want to achieve.

This meeting is at no cost to you, and you are under no obligation to continue with our services.

The purpose of the meeting is to find out a little more about you - about where you are in your life right now, and more importantly, where you're trying to get too. This allows us to commence considering the right strategies for you.

BOOK A MEETING

Financial Planning Meeting

Here you’ll start to see things you have likely never seen before, such as what your financial future looks like and the steps you need to take to secure it.

Our discussions may include various strategies that will need to be considered as part of your plan.

After this meeting, you’ll have a great understanding of what we do, how we help, and the potential outcomes for you.

BOOK A MEETING

Plan Presentation & Implementation

In this meeting we discuss your recommendations outlining the steps you need to take to achieve your desired lifestyle.

Once you're happy with the advice, we implement everything that needs to be done to ensure your wealth is being used to achieve your desired lifestyle & goals.

BOOK A MEETING