Plan with Lyfe

Our Concept

Our 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

Non-binding meeting

In a 30-minute free online meeting, we clarify whether we can help and explain how we are remunerated. This is not yet a specific consultation.