Step into a brighter future with our inspiring approach to lifestyle financial planning.
What is WealthPlan™?
WealthPlan™ takes you and your family through a clear financial planning process so you can live life to the full, now and in the future. With a clear actionable plan based on our accurate lifetime cashflow modelling software, you will:
Know how much money you need to support your current and future lifestyle.
Understand how much you should spend, invest,
and save to create financial security for you and your family.
Enjoy your wealth and live with greater freedom.
Stop forfeiting what is important to you because
you fear running out of money.
The four pillars of WealthPlan™
The four pillars of WealthPlan™ are designed to help you individually assess each area of your finances to ensure they’re all aligned and working towards your goals.
Examining your finances in detail against the four pillars will highlight areas where you need to make changes to ensure every decision you make is contributing to your plan for the future.
You’ll gain clarity around your personal and business finances, so you can truly Grab Life.
Business/ personal planning
Align your business plan with your personal financial plan so you can see where and how your work/company is contributing to your wealth and the things you want to do in life.
Ensure your money is directed towards your goals and objectives. We’ll help you develop a clear understanding of your income and outgoings, so you can spend and save more strategically.
Evaluate what is important to you and your family so your finances can be arranged to facilitate your future, planning for life-changing events like weddings and moving house, as well as your everyday lifestyle.
Assess your income, insurance, and financial security so you can remove worry and stress, conquer risks, and build solid foundations for you and your family.
WealthPlan™ fuses our experience and expertise with our lifetime financial modelling technology to give you the financial clarity you need.
Your WealthPlan™ journey starts with us getting to know each other.
We can meet face-to-face, host an online meeting, or talk on the
phone. During this meeting, we’ll introduce WealthPlan™ to you and
explain how we can support you. There is no charge for your initial
meeting, it’s simply a chance to decide if we could be a good fit for you.
In this meeting, we’ll start to explore your financial circumstances
and what you would like to achieve from a personal financial plan.
If you think WealthPlan™ is the right choice for you, we’ll move on to the
An accurate picture of your financial future.
We use state-of-the-art technology to show how your financial decisions will affect your future. By mapping out your priorities and obligations, you can get clear on how much you need and when. This can be an incredibly illuminating experience, allowing you to make better decisions with greater confidence.