Why lifestyle isn't a soft
and fluffy issue to valuable advisers
Financial planners are at a turning point in the evolution of
the profession and must become more relevant and influential
to clients or risk losing the central advice position, argues
Ian Hutchinson. Managing a client's lifestyle outcomes... |
Australia World Leading Pioneers in
Lifestyle Planning
At a recent industry conference for independent financial planning
groups, the hottest issue of debate and interest wasn't investment
performance, education standards, or even regulatory changes,
but lifestyle planning. |
The Time Of Your Life
As any financial planner committed to achieving the best outcomes
for your financial future will tell you, having clarity about
the lifestyle you want is one of the very first important foundations
to developing a great financial plan. |
Lifestyle By Design
It has been proven in numerous studies that by having a clear
focus and vision for the future gives you a sense of purpose,
direction and meaning which increases your feeling of lifestyle
success. |
Making Money Meaningful
As any financial planner committed to achieving the best outcomes
for your financial future will tell you, having clarity about
the lifestyle you want is one of the very first important foundation
blocks to developing a great financial plan. |
Lifestyle Planner or Financial Adviser
There is a growing recognition of the role of financial planners
as lifestyle planners or strategists in helping clients achieve
their lifetime goals, rather than simply achieving an investment
return. |
Living The Good Life of Your Design
Retirement should be a vibrant stage of our lives where new
found freedom allows us to enjoy life to the fullest and live
the life we deserve. Yet, research suggests that three quarters
of retirees will face uncertainty, fear and loss of... |
Winning Goals
A sea change is washing over the financial planning industry
and turning the traditional client advisory model on its head.
Instead of focusing on strategies to help clients salvage a
proportion of each pay packet - then harnessing this... |
Paul Clitheroe Retirement Seminar
Do you want to know how to create a happier and more fulfilling
retirement lifestyle? You may have covered yourself financially
for your retirement but have you thought about lifestyle and
health issues? |
Is It Greener On The Other
Side?
Retirement should be a vibrant stage of our lives where new
found freedom allows us to enjoy life to the fullest and live
the life we deserve. Yet, research suggests that three quarters
of retirees will face uncertainty, fear and loss... |
