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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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How to protect your accounts

Reusing one password across sites is like using the same key for your house, car, and office – if one gets lost, all your doors are open. Make sure every account has a different, complex password. Yes, it’s a hassle to remember them all – which brings us to…

Retiring in 2026? Four smart moves to protect your lifestyle

Over one-quarter of a million Australians will start their retirement in 2026.

Protecting your future: how life insurance pricing works

Life insurance protects what matters most, but pricing can be difficult to understand. One of the most common questions is why their premiums change over time, even when their cover stays the same.