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About Focused Lifestyle Planning

Focused Lifestyle Planning is a boutique firm committed to the success of your long term financial and lifestyle goals.

We offer solutions for all your financial needs and provide a range of services from wealth creation, portfolio construction and management, wealth protection and risk insurance, tax planning, superannuation and retirement planning. We provide a comprehensive, professional and personalised service to help you achieve financial freedom.

We are based in Windsor, however we have clients throughout Sydney and interstate. We place high importance on building and maintaining long term relationships with our personal and business clients.

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Our services

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Wealth creation

Build financial security now to enjoy your lifestyle in the future

Retirement planning

Create strategies to help you maximise your retirement savings

Risk insurance

Ensure you’re financially secure with our wealth protection strategies

Self-managed superannuation funds

Provides you with control on how you invest your super benefits

Articles

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Finding joy in unusual places

Looking for some alternative and unusual ways to de-stress, relax and find a spot of joy?

Rebalancing – what it is, why it matters

Whether you work with a financial adviser or manage your own portfolio of investments, it’s important to understand the role of rebalancing and regularly review your asset allocation.

Bigger bonus for working pensioners is now permanent

Senior Australians can earn more from employment to address cost-of-living pressures without impacting their pension payments.