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About Focused Lifestyle Planning

Focused Lifestyle Planning is a boutique firm committed to the success of your long term financial and lifestyle goals.

We offer solutions for all your financial needs and provide a range of services from wealth creation, portfolio construction and management, wealth protection and risk insurance, tax planning, superannuation and retirement planning. We provide a comprehensive, professional and personalised service to help you achieve financial freedom.

We are based in Windsor, however we have clients throughout Sydney and interstate. We place high importance on building and maintaining long term relationships with our personal and business clients.

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Our services

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Wealth creation

Build financial security now to enjoy your lifestyle in the future

Retirement planning

Create strategies to help you maximise your retirement savings

Risk insurance

Ensure you’re financially secure with our wealth protection strategies

Self-managed superannuation funds

Provides you with control on how you invest your super benefits

Articles

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Cash flow can make or break your business, so take time to safeguard it

So what might you do to improve your cash flow and sleep better at night? Here are five tips.

Successful Investor Secrets

The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style.

Economic Outlook

Overall, we are likely to see a slowdown in growth for both the Australian and global economies over the next year. Upcoming elections, including our own Federal election, will have a major influence on the economy as will government spending.