HOW WE HELP

BUSINESS OWNERS

At the heart of lifestyle financial planning is the view that your money should support you to “achieve and maintain your desired lifestyle at the earliest opportunity.” Lifestyle financial planning is the co-ordination of your financial assets to help you achieve your goals in life, and to make sure that there will always be enough money to maintain your lifestyle, however long you live.
 

Lifestyle Financial Planning uses highly sophisticated lifetime cashflow modelling software to help you answer questions such as:
 

- How much money do I need to achieve my goals?

- When can I afford to stop working?

- How much can I give away to my children and still maintain my lifestyle?

- How much investment risk should I take to achieve my goals?

- How much do I need to sell my business for to achieve my goals?