Lifestyle Management that Rewards
Have the knowledge and tools to create the Lifestyle you want Today and into the Future…
Life Plans can easily and better determine, evaluate and understand your financial situation, and how to make adjustments to meet your Goals, Targets, and Life Plans.
Six easy Maps to Summarise your Life Plans Situation.
Understanding your directions gives you Control for Your Life today and the Future.
Spending
How much of your Take Home goes to Financials, Career and Dependents, and Savings, Investments, Debts and what are their values?
Life Plans
Your Savings, Investments, Business and Debts in more detail… and their Purposes, and Projections to fund your Life Plans and Goals.
Retirement
How much your Super will be worth and how changes in Investment Choices, Contributions or Time provide the desired Retirement Income.
Saving & Investing
Analyses your Savings and Investments and their future values, which are aligned with your Plans and Goals expectations.
Lifestyle Security
Show the Insurances and amounts you’ll need if your Health changes… ensure your and your family’s Lifestyle and Life Plans are secure and continue.
Money for Life
Expand your maps with improvements where needed to achieve your Targets and the priority you have given to each area of interest and time zone.
The Life you’re living today we see as the foundation of the Life you want at all times in Your Future.
We expect everyone wants to continue these Lifestyle activities & enjoyments… All their Life!
Insurance Payment Methods
Protect your Lifestyles… Now… Along the Way… and even help fund your desired ‘25 year Retirement Holiday’!
People know if they get sick… they’ll want and need the right Insurances to protect them, and their Family’s Lifestyles.
But most people expect to stay healthy… so often see paying premiums…‘as a reluctant cost!’. To avoid Cash Outlays many pay by Super, but few know how much their Super reduces!!
We show that investing Tax Deductions can even… Refund all their Premiums!
70%
of Aussies pay
Insurance Premiums
through Super
Case Study 1
Karter
Age 30
Income $100,000 + Super
Case Study 2
Susan
Age 40
Income $80,000 + Super