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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How self-awareness shapes smarter decisions
Financial decisions are often viewed as rational processes based on numbers, forecasts, and logic.
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Your estate planning checklist
Estate planning is more than just having a will; it’s an overall financial management plan.
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Longevity, lifestyle, legacy: The 3 pillars of holistic retirement
Retirement is no longer a short chapter – it’s an ongoing and evolving journey.
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