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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The four principles of low-volatility equity investment
Recent market turbulence has heightened many investors’ interest in low-volatility equity strategies. While it’s well known that a portfolio of low-volatility stocks can potentially outperform the market over time (the “low-volatility paradox”), stock selection is important.
The cost of retirement
Everyone has a different vision for their retirement. Yours might involve overseas and interstate travel and an active social life. Or perhaps you prefer spending time with family, working in the garden or volunteering.However, you choose to spend your time, it’s important to make sure you have enough funds to support your retirement lifestyle. Forward planning now can make all the difference in the future.
Keeping up on your super contributions during volatility
After a downturn in share prices and higher market volatility, many super fund members may think twice about continuing to make voluntary contributions. In contrast, compulsory employer contributions power on – regardless of prevailing market conditions.