We specialise in long term financial planning which is designed to bring clarity and certainty to your personal financial future. We do this by analysing, in strictest confidence, your current financial situation and your aspirations for the future. We then develop future cash flow scenarios, highlight any tax saving opportunities, and make recommendations on any products that may be required.
& achieve your financial aspirations
against unforeseen events along the way
at a date chosen by you
We schedule regular reviews of your Lifetime Financial Plan as we believe this is essential to keep track of your plan. We know your personal circumstances will inevitably change over time and we want to keep you on track to achieve your financial aspirations and retirement goals.
Scheduled reviews also enable you to keep updated on the performance of your retirement or investment funds.
For a more comprehensive explanation of our financial planning process please click here
At Lifetime Financial Planning we seek terms from a range of providers on a fair analysis of the market for any financial product that meets your needs.
Some people think that their bank provides a good financial planning service (or “wealth check”). However, banks tend to ally themselves with a limited number of product providers, greatly restricting the amount of choice for you the client.
So a service which initially appears to be free could actually end up costing you more in the long term.
Here at Lifetime Financial Planning we have access to more than 10 different product providers, greatly increasing the amount of choice available to our clients.
If you have already availed of a free financial planning service or purchased a financial product which you are concerned about, we would be happy review it for you.