Life planning explained

At the core of what we do is something called life planning. This is a holistic style of financial planning that focuses on what you want for your future. Find out more about how it works.

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What is life planning?

Life planning is all about connecting the dots between your finances and the life you want to live. By thinking about your goals, values and aspirations and understanding what truly matters, we can effectively organise your finances around these things in a way that makes achieving them possible.

Angus is a Registered Life Planner, having trained with the Kinder Institute under George Kinder. He is specially qualified to help people understand what they want from life, and guiding them on the path towards making it happen.

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Asking the big questions...

If you had more time or more money, what would you do?
What inspires you? Moves you? Touches you?
What do you want to accomplish or attain so you will feel like you’ve lived a good life?
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Life planning will help you…

  • Achieve your ideal lifestyle
  • Make more confident financial decisions
  • Get the most out of your money
  • Have peace of mind about your future
  • Live freely, without worrying about money
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