Traditionally financial planning has concentrated on wealth creation for clients, but many clients have not clearly spelt out how they want to use that wealth to improve their life. This means they don’t define a clear and tangible goal and don’t feel a sense of achievement – even with their growing wealth. As Financial specialists, our role is to help you define a clear milestones of your personal life goals and aspirations.All of our advice, recommendations and strategies, must be anchored on your unique objectives.

In financial and lifestyle planning advice, there should never be, a one solution fits all approach that will meet all different circumstances. In order to ensure that all of the planning concept that we set in place are appropriate for your circumstances, we need to quantify the things that are important to you. This is where we start the relationship with all new clients. We get to know what is most important to you and what your short, medium and long term goals are.

This includes things such as:

  • where you want to live
  • your travel plans
  • do you want property enhancement (renovations)
  • how you want to grow your children – Schools, location
  • do you like to develop your own business
  • when would you want to retire
  • what you want to leave behind

The most valuable element of Lifestyle Planning, is calculating if/when each of your lifestyle goals can be achieved. We achieve this via strategic scenario modelling of your options.

If your future goals cannot be achieved with the existing means in the timeframe you have wished, we can advise you on what you will need to do to achieve it in that timeframe, or alternatively what timeframe would work. This is very useful and powerful for you to align all your actions in line of the financial goals that you have.

Contact Being Wealthy

© Beingwealthy 2024