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What We Can & Can't Do as Lifestyle Financial Planners

We are a qualified, client-centered lifestyle financial planners committed to creating sustainable plans which are personally tailored. We enable our clients to live their dream lifestyle through careful planning and coaching. What We Can Do:1. Help you clarify and achieve your hopes and dreams2...

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Top 5 Things I've Learned in 16 Years as a Lifestyle Financial Planner

Here we are nearing the end of 2019, another year nearly over and another year where capital markets have done very little. The only news we hear seems to be bad news be it locally or internationally, it is so easy to get despondent, what are we to do?In the 28 years I have been in the Financial ...

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Top 5 Things I've Learned in 16 Years as a Lifestyle Financial Planner

Here we are nearing the end of 2019, another year nearly over and another year where capital markets have done very little. The only news we hear seems to be bad news be it locally or internationally, it is so easy to get despondent, what are we to do?In the 28 years I have been in the Financial ...

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What is a Real Return?

In our industry, there is a very high focus on returns. If you open the financial magazines you’ll see everyone advertising that they have the best returns over some time - we’re talking about 10, 12, 15, 20% returns. What is important, however, is what this return means to you and your financial...

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Millennials, listen up!

"I’m not earning enough to save for retirement”. “Retirement is so far away; I’ll worry about it closer to the time” “I’ll start saving once I start earning more” “I first want to do X, Y, & Z” These are all some of the common reasons why millennial's are not saving for retirement. In S...

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Millennials, listen up!

"I’m not earning enough to save for retirement”. “Retirement is so far away; I’ll worry about it closer to the time” “I’ll start saving once I start earning more” “I first want to do X, Y, & Z” These are all some of the common reasons why millennial's are not saving for retirement. In S...

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Traditional vs Lifestyle Financial Planning

Traditional Financial Planning Let’s say you inherit a large sum of money, or win the lottery, and decide to go to a financial planner to assist you with managing those funds. In most cases, they would follow the traditional approach to financial planning and follow four steps to determine wha...

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Client Care | What To Expect From Our Client Onboarding Process

Lifestyle Financial Planning and Our Onboarding Process Client Care follows the philosophy of Lifestyle Financial Planning. This involves getting to know our clients well, understanding how they got to where they are now and their future goals and aspirations in order to tailor a Lifestyle Finan...

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Client Care | What To Expect From Our Client Onboarding Process

Lifestyle Financial Planning and Our Onboarding Process Client Care follows the philosophy of Lifestyle Financial Planning. This involves getting to know our clients well, understanding how they got to where they are now and their future goals and aspirations in order to tailor a Lifestyle Finan...

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Jason Bernic Interviewing Dirk Groeneveld After Controversial Article

In April 2018, Dirk Groeneveld wrote an opinion piece titled "More than 150 clients? Chances are you are not doing Financial Planning". This article gained a lot of traction on LinkedIn and sparked a debate in the financial planning community. Several months later, Jason Bernic wanted to discuss ...

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Knowing More Part 4: Financial Literacy for Beginners

Know What You’re Paying For Fees. The one word that sends shivers down the spine of any crooked, sly or cunning financial professional. The one topic that is conveniently “forgotten” in discussions, often hidden away in the fine print and between over-complex terms, containing conditions that th...

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Knowing More Part 4: Financial Literacy for Beginners

Know What You’re Paying For Fees. The one word that sends shivers down the spine of any crooked, sly or cunning financial professional. The one topic that is conveniently “forgotten” in discussions, often hidden away in the fine print and between over-complex terms, containing conditions that th...

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Lifestyle Financial Planning Uk

More than 150 clients? Chances are you are not doing Financial Planning

Having been in the Financial Planning industry for over 26 years it is wonderful to see how we are moving from a sale driven approach to one where the clients needs take centre stage. We as Financial Planners, are moving from transactional to transitional relationships with our clients. There ...

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Knowing More Part 3: Can You Stomach the Risk?

Anyone who did basic accounting at school or an “Introduction to Business” module at university will be able to tell that an Asset is something that brings value to a company or is seen as something good for a business. They will list things such as buildings, computers, desks, chairs, company ca...

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Knowing More Part 3: Can You Stomach the Risk?

Anyone who did basic accounting at school or an “Introduction to Business” module at university will be able to tell that an Asset is something that brings value to a company or is seen as something good for a business. They will list things such as buildings, computers, desks, chairs, company ca...

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