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Why Join Us?
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OVERVIEW
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SILVER or GOLD MEMBERSHIP?
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TRACK YOUR SPENDING
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PROFESSIONAL COACH
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FINANCIAL PLANNER
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ADVERTISE WITH US
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| Financial Planning |
Lifestyle Planner provides you with access to qualified and experienced Financial Planners who are experienced in working with the Lifestyle Planner web application and reports.
Adding a Financial Planner to your attack on your finances is one of the three proven steps in achieving Lifestyle Freedom.
Your Financial Planner will be able to access information through Lifestyle Planner. The benefits of this include:
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You save hours of manual collation of your financial data |
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Up to date and accurate information |
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Financial Planning advice is based on factual, accurate and up to date data |
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Financial Planners will initially require information (referred to as a “Fact Finder”). Utilising the online Fact Finder and Lifestyle Planner will make this process much easier and less time consuming for you |
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You will have a greater understanding of your financial situation when meeting with your Financial Planner |
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The reports provided to your Financial Planner from Lifestyle Planner will also assist in identifying opportunities to grow and invest your money |
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Your Financial Planner can communicate directly to you via the Lifestyle Planner Messaging System |
Getting the right financial advice form a suitably qualified Financial Planner is very important to help you invest and grow your money. A Financial Planner can provide you with professional advice on investment options, insurances, retirement planning, estate planning, debt and risk management, trusts, taxation and superannuation. |
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Your financial Planner can assist you in developing appropriate strategies to suit
your individual circumstances. This includes:
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Creating Wealth through Tax Minimisation Strategies to Assist you:
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To pay your mortgage off quicker
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To create wealth without reducing your Cashflow
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To reduce your tax
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To eliminate credit cards and personal loans
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To be able to afford to replace your car
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To be confident of having a comfortable retirement
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To fund your children’s education
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To be eligible for government benefits
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To be in control of your finances
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| What is the difference between a Financial Planner and a Coach? |
| The main difference is that a Financial Planner is licensed to provide you with financial product advice, where as a coach does not provide financial product advice. Rather, a coach guides, supports, motivates and stimulates you to learn for yourself how to manage your finances more effectively. A coach will assist you in setting up Lifestyle Planner (if required) and builds a partnership with you to create a strategic plan to achieve your financial goals. |
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