Personal Lifestyle Financial Planning

You’re looking for an expert who will take the time to understand personal situation. Off the shelf advice just won’t cut it. You want to stop ‘flying blind’ and take control of your finances so that you can achieve your goals, and that means finding someone who will help you create your own customised plan. Something that’s going to work for you to create the future you’re looking for.

Traditionally financial advisors have provided piecemeal advice and sold products in isolation. This approach fails to take into account your lifestyle and your goals for the future.

Our financial planning service, Bellwether 360°, is different.

Using state-of-the-art financial planning tools coupled with expert knowledge we take a deep dive into your current financial situation, so that you can get a coherent overview and see the bigger picture. We will dispel your confusion and simplify your options to help you make wise decisions for your future.

Once your finances are clearly organised you are free to plan properly for the first time in your life. For:

  • Retirement
  • Kids education
  • Milestone events – moving house, renovations, anniversaries, etc
  • Maintaining your desired lifestyle in retirement
  • Unexpected events like illness

We take stock of your long term goals, and develop a personalised, integrated plan with clear, actionable steps that will get you where you want to be.

Planning for unexpected scenarios is all part of the process, to ensure that you won’t be caught off guard by future events.

With our help you can rest easy knowing that your future is secure.

Some of the benefits our clients have experienced:

  • A new level of clarity like never before
  • Turns intangible hopes for the future into tangible goals
  • The ability to consider new lifestyle goals, such as reducing work or retiring early
  • Reduced stress and worry
  • Peace of mind for the future
  • No unpleasant surprises

How it Works

The Bellwether 360° service adopts a three stage approach

Life Planning – About YOU

  • Consider YOUR experiences, dreams, fears, guiding principles and lifestyle aspirations
  • Help YOU identify the lifestyle that YOU want now and in the future

Financial Planning

  • Analyse YOUR current and future finances based upon all of YOUR existing arrangements.
  • Consider how attainable YOUR current lifestyle goals are and any potential risks
  • Prioritise or add to these goals and quantifying the cost
  • Build an Actionable financial plan to help YOU achieve these goals

Financial Advice

  • Expert implementation of YOUR plan in the most efficient manner
  • Ongoing guidance and revising of YOUR plan in line with YOUR evolving Lifestyle goals

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