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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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Why investors may need to look beyond the index for opportunities

With major banks and miners dominating the market, investors may need to look beyond the index for quality opportunities.

The importance of choosing a beneficiary

When you have an insurance policy or a superannuation fund, it’s important you nominate a beneficiary, as this tells your insurer or super fund who you want to receive your benefits in the event of your death.

If it looks convincing, take a moment to check

Scam investment videos can look polished, familiar and credible. A few simple checks can help protect you from handing your hard-earned money or personal information to the wrong people.