Our Approach


Our Approach

What's your Magic Number?

How much money is enough? When you retire how much will you need to cover your expenses, both day to day and one off events like holidays and upgrading the car. How are you going to fund later life? What if you have too much money – how will you know and how will you minimize your tax liability?

What do you want out of life?

This is the first question we ask all of our clients. For some, they want the ability to retire at 50, for others, they want to be able to send the ir kids to private school, pay off their mortgage or make sure their loved ones are provided for when they are gone.

Whatever you want out of life, we can help you get there.

Rosebank Lifestyle Financial Planning - helping you achieve your financial goals

Our comprehensive process which helps you to achieve your life's goals and aspirations. Rosebank Lifestyle Financial Planning can be broken down into 4 key stages:

  1. What do you want out of life?
    Our unique approach helps us to first understand and define your objectives, combined with a rigorous analysis of your current financial situation (where you are now).
  2. Is it achievable?
    With a clear understanding of where you stand financially, we then go on to look at your projected future financial goals that will be required to help you achieve your objectives (where do you want to get to).
  3. How do you get there?
    Our team of friendly, financial specialists will then work with you to create your own bespoke financial plan - which tells you how to get there, which will include the right range of financial solutions to help you achieve your goals within the time frame you've set yourself.
  4. Staying on Track
    Once your Plan has been formulated, we then make sure you stay on track. Many things can change over time - from updates in financial planning and investment regulations to alterations in your own personal circumstances. One thing you can be sure of is that we will be by your side continually reviewing your goals and making appropriate recommendations as and when the need arises.

 

 
 

Lifestyle planning

Need a financial health check? A useful tool to discover if you have, or will have, enough money set aside to fund your retirement. Register your interest and we will invite you to our next lifestyle planning event. Register here.

Lifestyle Financial Planning

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Later Life 
Planning

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Rosebank Care Fees 
Planning

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