The Pyrmont LifePlan
What is LifePlan?
LifePlan is an award-winning, unique process, that we have crafted from our years of experience in delivering Life-Centred Financial Planning.
The purpose of LifePlan is to help you to visualise your financial future, to understand the implications of your “what-if” questions and ultimately, to ensure that you will be able to live the life you want for yourself and your loved ones.
Clients often ask us such questions as:
Do we have enough?
Can I afford to change my job?
Are we making the most from what we have?
Can we help our kids in the way we want to?
Are the family protected if something were to happen?
Can we live the life we want?
What if we move country?
LifePlan is designed to answer these types of questions and more.
Are there different options?
We offer two versions of LifePlan, Foundations and Plus. LifePlan Foundations is designed for those with less complicated circumstances, who are perhaps just starting their investment journey and would like the peace of mind that they are going in the right direction. LifePlan Plus is better suited to those with families, cross-border considerations or more complex planning needs.
Download our free LifePlan brochure to find out more.
What is the process?
We start by getting to know you and not just what hobbies you have, but a real understanding of what motivates you, what keeps you up at night, what money means to you and what is important to achieve in your life.
The next step is to build your LifeFlow models and this is where your money comes to Life. You will visually see how your money will be used, how it will work for you and how long it will last. At this point we can also model the “what-if “scenarios so that you can visualise how the choices you might make will change your financial life.
Download our free LifePlan brochure to find out more.
Then what?
Behind the scenes we will then build your LifePlan report. This includes a summary of our discussions, copies of the LifeFlow models and a plan of action to achieve your goals.
LifePlan Plus also includes (where relevant) pension analysis, tax planning considerations and more.
Download our free LifePlan brochure to find out more.
What do I get?
Having completing the LifePlan process you will receive your personalised LifePlan report and “next step” suggestions for you to keep. We will then help you to prioritise and implement any
solutions needed and will support you along the way on your journey to financial freedom and success
Importantly, LifePlan gives you more than just a report, it gives you:
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• Peace of Mind
• Clarity on your financial circumstances
• A plan of action
• Confidence in your financial future
• A path to financial freedom happiness.
Get in touch to build you LifePlan or download our free LifePlan brochure to find out more.
