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.
Contact our friendly team today
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Its our business to know your business
If you are a small business owner you would know the importance of having a good team behind you. That includes a team that can help look after your finances, talk to you about appropriate business insurance and discuss succession planning for when you decide to wind up the business, or you are forced out due to ill health or death.
Financial tips that anyone can use
There are lots of tips when it comes to getting ahead, financial speaking. Most of them are really simple - if you’re struggling to get on top of your finances take a look at our suggestions and make a commitment to just start with one. If that works, maybe you will want to tackle a few more.
Quarterly Economic Review - September
The COVID-19 pandemic remains a major feature on the global stage, although with growing vaccination rates and declining cases, the focus has shifted to China and inflation.