Life Planning

Our Life Planning service turns your dreams into reality by guiding you to create your own unique financial plan for what matters most to you and your family.

Life Planning helps you create your own financial plan for the future:

  • Build your Life Plan with one of our expert advisors
  • Start by considering your priorities and goals
  • Working together with your advisor you can refine your plan and explore different scenarios

Enjoy the peace of mind of knowing that you and your loved ones are on track to bring your dreams to life.

You can choose to meet a Life Planning Advisor in-person or remotely, at a time that suits you.

Request a Life Planning Meeting

Terms of use

The Hierarchy of Financial Needs

We all have different financial circumstances and are at different stages of life.

So although every financial plan is unique, each should follow the same hierarchy of financial needs.

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Hierarchy of financial needs pyramid

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Explore your Goals

All of us have goals and dreams that need planning to bring them to life.
No matter how big or small your dream may be, knowing where to begin is half the start.
Building your own Life Plan is a good place to start.

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Look after your Financial Wellbeing

Financial Wellbeing is about making sure that you can cover day-to-day expenses, plan for the future, and cope with the unexpected, enabling you to do the most with what you have.

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