Our approach provides our clients with added reassurance and confidence.
Our approach provides our clients with peace of mind, added reassurance and confidence when planning for their future.
Holistic Lifestyle Financial Planning is a client-centred approach that focuses on helping clients identify, plan, and achieve goals that are important and unique to them.
Our Holistic Lifestyle Financial Planning service, Smart Finance 360°, enables our clients to gain a comprehensive understanding of the steps they need to take to maintain and enhance their current lifestyle and achieve their goals.
Smart Finance 360° works by combining experience and knowledge of Day-to-Day Finances and Budgeting, Family and Business Protection, Investment and Education Savings, Business Exit and Retirement Planning and Long-term Care and Estate Planning with advanced Financial Planning Methods and Cashflow Planning Tools to develop a plan tailored to our clients’ goals.
Smart Finance 360°
Provide targeted advice and assistance to implement the recommendations outlined in the Holistic Lifestyle Financial Planning Report
If needed, amend existing financial products or organise information on and set-up additional financial products
Outline the benefits of keeping your plan up-to-date to take account of changes that occur and identify and discuss the areas where on-going support is most needed