Choose one

Stop too late and run out of years or Stop too early and run out of money Are there any other options?

That's where lifestyle financial planning can help.

You will see what your financial picture looks like – both now and in years to come. Being focused on YOU instead of your money allows us to set the priorities in the right way and work on growing the quality of your life

Many financial advisers

out there are eager to help you to invest more. But what if it is not the only option you have? Taking a step back may enable you to see choices you didn't know you had.

How we work

1. Using our bespoke Lifestyle Planning tools to facilitate the discussion, we’ll help you articulate and design the lifestyle you really want. 2. Once you give us the numbers, we build your Financial Summary using our sophisticated software.

3. We research financial products and services appropriate to your circumstances and provide a detailed product-related suitability report 4. We help you implement your plan when investments, pensions, or other products are required

5. We either manage your portfolio ourselves or work alongside your investment manager. 6. Each year we’ll invite you to a planning meeting to review steps 1 to 5 above and - more importantly - to plan ahead for the next 12 months.

Feedback

Clients frequently tell us that they have more clarity and simplicity about their money than ever before. When they know that their money will not run out, they sleep better, worry less, and enjoy their lives more.

My experience

Banking industry (credit risk, analysis) - over 10 years Financial training (corporate and retail) - over 5 years Financial advisory - over 2 years Investor (equity market and private) since 2007

Areas of expertise

Personal finance Investment portfolio structuring Financial analysis

Contact me directly!

Or recommend someone you feel will benefit from my services and get rewards!

How to contact

If you're interested, please fill the form. P.S. If you know a right person, please make an intro or share with him/her the link to this page.