Lifestyle Planning

The life you love is just around the corner 

Too often a client’s Financial Planning focus is on investments and superannuation and not on what their finances can actually deliver. 

At Smart Wealth Financial Solutions we look at our clients differently and in particular how we can enhance their quality of lifestyle. 

Lifestyle Planning is about brainstorming with a client their goals, dreams, and ambitions. We work with our clients to prioritise these ideas and then develop and implement financial strategies relevant to each individual objective. 

We want to know your financial world whether it be the first house you want to buy, the education you want for your children, that round-the-world holiday, the concern you have over your home loan debt, or that hard-earned retirement you have been working towards over the years. 

They say you can’t take your money with you when you go, and whilst you can leave it to your family, wouldn’t you rather experience the joy of what your money can bring to you and your family together? 

You may be closer than you think to living the life of your dreams.  We work closely with you to create a money management plan, so you can design your goal-lifestyle and live stress free. 

We help you prioritise your needs and wants and help you create a strategy that lets you enjoy your lifestyle while accumulating savings for those bigger life goals. 

Lifestyle planning helps you plan effectively and flexibly. It’s about helping you achieve your goals and taking steps towards achieving and maintaining the lifestyle you envision. The entire process focuses on making sure the service you receive is the right fit for you and your family. 

To develop your financial plan, we meet with you a number of times. During our meetings, we gather as much information as possible about where you are now and where you want to get to. 

We will identify short and long-term resources available to you now (like money and property), as well as what you may NEED to become available in the future so that you can achieve your objectives. 


How can we help you?

Contact us at Smart Wealth Financial Solutions office or submit an inquiry online.

I am exceptionally happy with the quality of the advice and service that I continue to receive from Chris. Over the years I have been impressed with his breadth of knowledge and expertise, and his ability to deliver it in a simple to understand manner.

Tony Marshall
Long term client