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The Lifestyle-Driven Financial Planner

The Lifestyle-Driven Financial Planner is a stand-alone comprehensive package which can be used by planners and clients to create a lifestyle plan suitable to them. It is the first step to fully implementing pull/push lifestyle strategies into a financial planning business.

Life by Design® has an easy, seven step process to implement lifestyle planning into your financial planning business.

Download the information kit here!

"Ian Hutchinson's Lifestyle Planning presentation was voted the number 1 rated session at the Independent Financial Planners conference. His energetic, interactive and entertaining session scored 95% in style and 94% in content."

 
 
 
You can contact us by
phone 61 +2 9979 4949, fax 61 +2 9979 4969,
or email info@lifebydesign.com.au