Financial Planning FAQs
Do I need a financial planner?
Ultimately when it comes to finances you don’t know what you don’t know. At Lifestyle Led Wealth we believe everyone needs guiding principles around their money, and a financial planner can help make sure you’re aligning your money to your ideal lifestyle. Because of this financial planning and the type of engagement can look different from person to person.
How much does it cost to see a financial planner?
Our first meeting is at no cost to you. If we believe we can help you, we will invite you back to show you the value that we can provide you before you commit. The cost of our services will varying depending on your needs and the complexity of your situation, but we pride ourselves on delivering premium financial planning services at a fair price. Call Justin today to discuss your needs and find out how you can get your financial planning journey started.
Can you help with investment strategies?
Yes. At Lifestyle Led Wealth we are highly experienced at helping our clients invest their money in a way that aligns with their lifestyle and values.
We work with you to establish what your dream retirement looks like and how much money you’ll need to enjoy it. Then we create a financial roadmap to make that dream a reality.
When should I start planning for retirement?
As early as possible. The biggest hurdle we see clients face is the lack of time. It is much easier to achieve an end goal over 30 years and progressively making small changes compared to making wholesale changes that completely restrict your life – you may not actually be able to make these. A rule of thumb is 10 years from retirement at a minimum.
In a recent survey by CHOICE , 61 per cent of Aussies envisaged financial stress in their retirement. Don’t become one of these statistics! To find out if there is a more effective superannuation solution for your particular lifestyle, give us a call today.
What can financial planning help with?
Financial planning can help you by aligning your money with how you want to spend your life. This includes spending plans, spending plan systems (cashflow management systems), investments, superannuation, tax structures, personal insurances, etc.
