WealthPlan™
Step into a brighter future with our inspiring approach to lifestyle financial planning.
What is WealthPlan™?
WealthPlan™ takes you and your family through a clear financial planning process so you can live life to the full, now and in the future. With a clear actionable plan based on our accurate lifetime cashflow modelling software, you will:
Know how much money you need to support your current and future lifestyle.
Understand how much you should spend, invest,
and save to create financial security for you and your family.Enjoy your wealth and live with greater freedom.
Stop forfeiting what is important to you because
you fear running out of money.
The four pillars of WealthPlan™
The four pillars of WealthPlan™ are designed to help you individually assess each area of your finances to ensure they’re all aligned and working towards your goals.
Examining your finances in detail against the four pillars will highlight areas where you need to make changes to ensure every decision you make is contributing to your plan for the future.
You’ll gain clarity around your personal, so you can truly Grab Life.
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1Pillar 01
Financial planning
Ensure your money is directed towards your goals and objectives. We’ll help you develop a clear understanding of your income and outgoings, so you can spend and save more strategically.
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2Pillar 02
Life planning
Evaluate what is important to you and your family so your finances can be arranged to facilitate your future, planning for life-changing events like weddings and moving house, as well as your everyday lifestyle.
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3Pillar 03
Business/ Career planning
Align your Business/ Career plan with your personal financial plan so you can see where and how your company/work is contributing to your wealth and the things you want to do in life.
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4Pillar 04
Risk planning
Assess your income, insurance, and financial security so you can remove worry and stress, conquer risks, and build solid foundations for you and your family.
WealthPlan™ fuses our experience and expertise with our lifetime financial modelling technology to give you the financial clarity you need.
Initial meeting
Your WealthPlan™ journey starts with us getting to know each other.
We can meet face-to-face, host an online meeting, or talk on the
phone. During this meeting, we’ll introduce WealthPlan™ to you and
explain how we can support you. There is no charge for your initial
meeting, it’s simply a chance to decide if we could be a good fit for you.
In this meeting, we’ll start to explore your financial circumstances
and what you would like to achieve from a personal financial plan.
If you think WealthPlan™ is the right choice for you, we’ll move on to the
next stage.
Discovery
WealthPlan™ Strategy
WealthPlan™ Implementation
Ongoing Support
Lifetime Financial
Modelling
An accurate picture of your financial future.
We use state-of-the-art technology to show how your financial decisions will affect your future. With our lifetime cashflow modelling software, you can visualise your financial state in the future and every “what if” scenario.
With its interactive interface, we can update any changes in your plans. Your information is readily available to view whenever and wherever you are.
By mapping out your priorities and obligations, you can get clear on how much you need and when.
Find out how WealthPlan™ can help you by getting in touch to book your initial meeting.
Book an exploratory call