The Financial Lifecycle

We all work hard today with the intention of having a comfortable retirement in the future. The ultimate objective of financial planning should be the attainment of Financial Freedom which we define as ‘getting to a point in time where you have enough assets to re-create your lifestyle income without the necessity to continue working’.

The process of achieving this occurs through three main life stages. Our objective is to work closely with our clients through these stages of the financial lifecycle from the initial period of creating wealth right through to achieving financial freedom and thereafter. Each phase creates different financial planning needs.

Building Wealth »	Wealth Preservation »	Estate Planning »