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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Economic Update: Looking ahead to 2022
If you can imagine the economy as a road, 2020 saw a major earthquake emerge with the Coronavirus pandemic, and the lockdown restrictions that followed to halt its spread, and the Government and RBA support helping to divert traffic around this major obstacle. 2021 will be a year of bouncing back and looking forward to the economic recovery, with rebuilding and a gradual resumption of normal activity. However, the world in many ways has now changed.
Retirees’ Fears and Expectations
For many, the word ‘retirement’ is associated with the idea of extended holidays to far-flung locations or spending quality time with grandchildren. However, there are a range of financial, emotional and psychological fears that are often linked to retirement – and for good reason.
How do you know when the advice is right?
Seeking financial advice can turn your life around and put you on a path to a happier and more secure financial future. But where do you start? Who do you trust? How do you know you are going to get value for money?