We believe that any advice we provide (via a Statement of Advice or a financial plan) needs to be specifically tailored to suit the unique situations of our clients. A Statement of Advice is a document that sets out the advice given to you by Personal Lifestyle Planners. It includes the basis on which the advice was given, details of the providing entity, and information on any payments or benefits that Personal Lifestyle Planners will receive.

We provide a cost effective planning service. Our fees are transparent and agreed upfront. The team have worked together for many years, we know our clients and to us you are not just a number. Our role is to build relationships and provide perspective and confidence to help you stay on. As each financial plan we write is completely tailor made, the cost of producing your financial plan will be based on the amount of work required.