Offering solutions for all your financial needs

Tools

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.

Request a call
Accordion icon

Contact our friendly team today

Required fields are marked with an asterisk (*).

Name *

Contact number *

Email *

I would like to discuss *

Our services

View all

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

View all articles

Cyber safety matters at every age – staying secure this tax season

We believe cybersecurity matters for everyone — regardless of your age or experience level.

It’s possible to profit from patience

It’s nearly impossible to time the market and identify its peaks and troughs but if history is any guide, short-term drops in the stock market are typically followed by longer-term rallies.

Proposed Division 296 sparks continued interest for investment bonds

Labor’s Division 296 to redefine wealth planning for high and ultra-high-net-worth individuals as investment bonds gain traction.