Having a clear and reliable financial plan gives you more confidence to pursue the things that really matter to you. We can help you make positive choices today as well as navigate future challenges. We are here to get you on the right path and will accompany you on your life journey and support you with planning as your circumstances evolve.
Our approach is based on a systematic and clear process that achieves robust outcomes. Our four-stage LYFE process helps us to design solutions that match your needs:
Learn about your values and aspirations
Life is a journey. It’s what you do with it that counts. It might seem strange to you that a financial planning company would care so much about your well-being, but we really do. We will go that extra mile to discover who you are and where you are trying to get to.
Your circumstances, future goals and objectives
Our purpose is to provide a refreshing approach to financial planning. Few of us care about money for money’s sake. What we care about is how money can transform our lives. We consider your goals and ambitions, examine your current wealth position and construct a cashflow model of what your future could look like.
Financial blueprint to implement the recommendations agreed
We use tried and tested metrics to build evolving plans that will allow to you to embrace the future with confidence. While there are no guarantees, we will give you a picture of possible outcomes and help you address some of life’s uncertainties.
Evolution – keeping you on track
We want to keep you on track but off the treadmill. We will support you throughout your life to keep you focused on your goals and balanced in your portfolio.
From protection planning to inheritance tax, we’ll look at the details as well as the bigger picture.
- Estate Planning
- Insurance / protection services
- Home finance
- Wealth and portfolio management
- Taxation and accounting support
- Later life advice
- Longer-term care
Ready to ask more from Lyfe?
We’d love to speak with you. There are no obligations and no costs to you for our initial exploratory conversation, so why not get in touch to see how we can help? Leave your details with us here and we’ll give you a call to take things forward. Alternatively, click here to book your no obligation Lyfe consultation.