Create your personal lifestyle financial plan
Creating your personal lifestyle financial plan to maintain your current and future lifestyle without fear of running out of money.
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How we help you

Investment planning

Whether you’re planning for your new home, your dream wedding, college fees or simply for a rainy day, a sensible savings plan can make all the difference…

Retirement planning

At ES Lifestyle Financial Planning we believe it is all about helping people to Retire Successfully. We see retirement as a new beginning. Our focus is on what…

Family protection

Life can be unpredictable, but with the right life insurance cov r in place, you’ll always have peace of mind. Whether you’re looking for protection for your family…

Estate planning

With whole of life cover, if you die, this policy will provide a lump sum payment to your family. Therefore, this plan will suit people who wish to have cover for the rest of…

Process to create your Lifestyle Financial Plan

Step 1

Discovery meeting: Establishing your goals and ambitions for now and the future.

Step 2

Gathering your personal and financial information such as assets and liabilities, income and expenditure and your attitude to risk.

Step 3

Reviewing and analysing your information to develop your lifestyle financial plan.

Step 4

Plan Implementation recommendations based on analysis of your individual circumstances.