Unlike financial planners or strategists our role is seen as lifestyle planning consultants in that we help clients achieve their lifetime goals, rather than simply achieving an investment return.

We provide a comprehensive lifestyle planning approach that is holistic and meets the needs of our clients. This approach focuses less on short-term investment returns and more on understanding the lifetime goals.

In our experience most people working internationally are very absorbed into their profession and the work that they are doing, often this leads to neglecting the longer term plan for their future and what specific objectives they have for themselves and their children.

Many people have already made some progress in terms of accumulating resources such as buying property, making savings and investments, employer pension schemes or sometimes expect some form of inheritance etc, but often do not fully understand exactly what it means in relationship to how they expect to live.

In many aspects of life we are much more likely to reach our destination if we are working towards specific goals and objectives as it allows us to focus on what we want and make the necessary sacrifices to achieve the end result, and it allows us to formulate a sensible plan making efficient use of our resources to ensure we get there.

We encourage our clients to define specific goals and objectives such as when they expect to achieve financial independence, where their long term home will be, where their children will study, setting up their own business or leaving their employer to work independently, sailing around the world or whatever they want for themselves.

We then help our clients to design and introduce a structured reliable strategy using our highly versatile and tax efficient ‘toolkit’ and incorporating the resources they have available to them such as their career and the savings capabilities it provides, property they own, their existing savings, investments and pensions, this approach allows us to see very clearly what the options are, and what commitment is required in order to reach their goals and objectives.

As a lifestyle strategist, our challenge is to keep people focused on the end goal - the happiest lifestyle possible.

Next Steps

Introduction to Lifestyle Management Ltd
This is a 20 – 30 minute meeting giving an overview of ourselves and the concept of lifestyle planning.

Lifestyle Plan and Financial Analysis
This is a 30 – 90 minute meeting during which we will establish whether there is any common ground and allows us to form specific recommendations based on your circumstances.

Conclusion
We provide you with a full report and recommendations based on previous meeting.