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.
Request a call
Contact our friendly team today
Our services
View allArticles
View all articles
Manage capital gains tax and boost your super
If you make a gain on the sale of an investment, capital gains tax (CGT) can eat into your profits. But the good news is you may be able to use some of the sale proceeds to help you save on tax and grow your super. It involves making a super contribution and claiming a tax deduction to reduce your tax bill.
Read more
Five top tips for financial wellbeing
We know that financial health can be just as important as physical and mental health when it comes to your overall wellbeing.
Read more
Building mental resilience for life’s unexpected challenges
In today’s fast-paced world, we all face challenges like career changes, retirement transition, health issues, or personal loss.
Read more