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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Economic outlook: looking ahead to 2021
How we get past the Coronavirus pandemic will be a defining moment of 2021. The direction of the United States under its new President, Joe Biden*, will also be watching closely around the world.
Which are you – a saver or investor?
Whether you are a saver or investor could make a major difference to your lifestyle in the long run.
Transitioning to retirement
If you have reached preservation age, currently 58, the Australian Government has made it possible for you to access your super as a non-commutable income stream while you are still working.