Lifestyle financial planning aims to clarify what your aspirations are for the future and to determine your financial goals. We will not discuss financial products, but instead, we will focus on creating, protecting and maintaining the lifestyle you want to lead.

At this stage of our process, we will delve deep to establish your relationship with money, your potential later life objectives, your family set up, your fears, aspirations, and your present circumstances. This is also your chance to understand us, what it is we can do for you and the types of people we work with.

We will establish what is coming in: your salary, income, bonuses, investments, inheritance, rental property income, business sale and any other major assets; and what is going out: mortgage payments, education fees, daily living expenditures, loans, debts, pension contributions and any other deductions.

Only when we are completely satisfied that we have built a full picture of where you are now and want to be in the future, will we move onto the next stage.