Financial planning is the comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans... and the development of a set of recommendations flowing from that evaluation.
Some people only require advice on a single component of their financial needs. Whether your requirements are limited to advice on superannuation, a rollover, an investment recommendation, insurance or estate planning, Lifestyle & Investment Planning Solutions can assist.
Strategic Financial Planning
This is the preferred means of receiving financial planning advice. Comprehensive planning considers a member’s total financial position before any recommendations are made. After having a comprehensive personal financial plan prepared, you can be confident that your financial affairs are structured appropriately to achieve the lifestyle you desire.
Investment Placement Service
For those individuals that want to take full responsibility for making investment decisions and do not want to pay entry or exit fees, Lifestyle & Investment Planning Solutions can facilitate the placement of your investments on your behalf. You get to exercise your desired level of control over your investments.
Lifestyle Investment & Planning Solutions are FPA (Financial Planning Association of Australia) members and adhere to their ethical and professional standards requirements in all of our dealings.