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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Quarterly Economic Review - 30 June, 2021
The COVID-19 pandemic remains a major feature on the global stage, although global economic recovery continues, with the JP Morgan Markit Global Composite PMI remaining positive.
Understanding changes to granny flat arrangements
On 1 July 2021, a new capital gains tax (CGT) exemption was introduced for certain granny flat arrangements, making it easier for older Australians to enter formal granny flat arrangements with the added protection from possible financial abuse if circumstances within the family change.
Navigating your way through a redundancy
The Australian Bureau of Statistics announced a record 932,000 jobs were lost between the March and June 2020 quarters in the wake of COVID-19¹. If you are facing a possible redundancy at work due to the aftermath of COVID-19, or a company restructure, this is considered a significant life event that may impact your career, family, mental health and financial wellbeing.