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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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Life insurance at tax time

You may be wondering if you can claim your insurance premiums as a tax deduction or have to pay tax on an insurance payout. In this article we cover a range of common questions about life insurance and tax.

Want a flourishing retirement? Plant seeds of financial security

As the old saying goes, the best time to plant a tree was 20 years ago: the second-best time is now.

Why diversification matters more in a concentrated market

Harry Markowitz, the Nobel Prize-winning economist who pioneered modern portfolio theory, famously described diversification as the only free lunch in investing.