Lifestyle Financial Advice
Your journey begins here
Taking control of your finances is often the trigger to sorting out other parts of your life.
But if you want big things to happen, it’s not as simple as just rejigging your mortgage or switching your life insurance policy.
It starts with a deep, honest conversation, about what you believe, where you’ve been and where you want to head.
From there, a plan is built around the ins and outs of your situation, what you value most, and what you want to achieve.
And it all starts with a chat … not an analysis of your bank statements.
What are your experiences with money?
Your behaviour towards money, is influenced by your beliefs and the experiences you’ve had throughout life.
It might seem strange to start by looking backwards, but when you understand where you’ve been and how you think about money, you can better plan and manage where you’re going.
How do you feel about where you are now?
There’s more to life, than just money. Your health, time and relationships also play a big role when it comes to your wellbeing.
When you have a plan that considers and connects the different areas of your life, amazing things happen – and not just to your balance sheet. Because it's all interconnected.
What are your hopes for the future?
What do you want to achieve in your life? And what do you want to avoid?
Chances are, money will play a part in those goals.
Being able to clearly define what you want to do, be and feel, is the foundation for creating a long-term plan that excites you.
What are your numbers?
Once the big picture goals have been established, and fears defined, it’s time to look closely at your numbers.
We’ll document things like what you earn and what you owe. Then we’ll start exploring strategies that will help you reach your goals, and protect what you’ve already built.
What are your challenges and where are the opportunities?
Oh, wouldn’t it be lovely if everything was straightforward. But your individual situation almost always has hidden opportunities and challenges.
There are trade-offs, risks, wants and needs. There’s a balance of enjoying happiness now, with managing your needs in the future.
It’s complex and technical. And there are many variables that can be adjusted to find the scenario that’s just right for you.
What results can you expect?
Be honest about what you want from life, and we can help you move closer to your goals.
Be open about your challenges and opportunities, and we can show you options you probably haven’t considered.
Be committed to following your plan, and you’ll improve your situation. Not just the money stuff, but your quality of life as a whole.
A 100% money-back guarantee
That's right. If you're unsatisfied (i.e. with our work, the change in your situation or results), we'll refund you 100% of your fees. Click here to read more.