Lifestyle Financial Planning provides a structured, low-pressure environment, to help you clarify your lifestyle goals. To do this, the following steps are followed.

Pre-Meeting Financial Information

Prior to the first meeting you provide a summary of your financial information, including your lifestyle goals, to your adviser, by completing a short and simple Pre Meeting Questionaire.

We will assess your questionnaire, and schedule an initial meeting to discuss your lifestyle goals and clarify any information about your current financial situation.

Please click on the following link to download the Pre Meeting Questionaire.pdf.

Initial Meeting

During our meeting we will:

• explore your circumstances, assist you to clarify your objectives and address any concerns that you may have.
• use special strategic lifestyle planning modelling software to project your expected financial position based on different strategies. This helps highlight the feasibility of your goals and the trade-offs that may be required
• provide you with a snapshot of possible lifestyle and financial outcomes that you could achieve as a result of implementing a sound financial plan.
• provide you with an insight into our services and their relevance to you.
• outline the fees involved in retaining our services.

If you agree to proceed, we will implement the plan and meet with you regularly to review the plan to ensure it remains on track. Different financial plans are based on different levels of risk. We will outline these risks and seek your acceptance of them, before proceeding.

Smart Money Budget Calculator

For your convenience we have provided you with the Smart Money Budget Calculator.
This unique budgeting software provides you with a simple yet accurate assessment of your current income and cash flow situation. Feel free to use the calculator for your own personal use or in anticipation of an initial meeting.

Please click on the following link to download the Smart Money Budget Calculator.