Life Focused Financial Planning
We start with a Discovery Session to get you thinking about what you really want from life, and begin a strategy to work towards it.
DISCOVERY SESSSION SUMMARY
An informal chat to identify your priorities, your goals and your joys. We’ll work together to create your LIFEPLAN – identifying what you want and how to achieve it.
Go Live Your Life
Life starts now, not at retirement (or your “Financial Freedom Day” as we call it). With your upgraded LIFEPLAN in place, you can start planning today for the life you want tomorrow.