Plan with Lyfe
Our ConceptOur plan
(L) earn
Our 30 minute online meeting:
- establishes if we can help
- explains how we are renumerated
- does not provide specific advice
(Y) our circumstances
Explore your life by:
- documenting your circumstances
- defining your goals and objectives
- identifying need areas
(F) inancial plan
We help you to bring your financial plan to life:
- review of existing plans
- scenario analysis
- implementation of agreed plans
(E) volution
Continuous monitoring:
- calibration of your financial plan
- discussion of objectives
- financial and investment advice