We work with Financial Planner and advisors to comprehensively manage the non financial aspects of retirement planning.
We provide an internationally accredited Retirement Options Program which offers a suite of packages including assessment, profile, eBook, seminars and one to one coaching to suit individual client needs.
Comprehensive lifestyle planning provides added client value, advisor differentiation, meaning and opportuntities for additional revenue streams. To be effective, lifestyle planning life financial planning requires specific training and expertise.
Clients need more than goals; they need a process of assessment, interpretation, coaching and action planning. Financial planners can offer higher value when they specialise in their core business and outsource lifestyle planning to specialists.
Overwhelmingly, the research shows that lifestyle planning integrated with financial planning will be increasingly the advising model of the future.
Case Study File
Jim: “Retirement came as a real shock. I wish I’d put more effort into planning for it.”
Judy recently retired. “I’m not enjoying retirement. I’m lonely as my husband has died. I hadn’t thought about retirement, it just happened. My advice is to plan and prepare for it. Have lots of interest; have money put aside and down grade to a smaller home while you still can.”
Ted a Farmer retired for 3 months: “I’ve just retired after working hard all my life and looking forward to retirement, but now I feel I’m useless.”
So much emphasis is placed on financial planning and preparation for retirement, leaving a huge void for life planning preparation leaving people asking “Now what?” or "How did that happen?"
People often struggle with making an accurate financial plan because they haven't cnsidered the other aspects that make up this new life stage or that hold them back. The life stage we still call 'rtirement' is a dramatic lifestle change for most people. And those people who are not prepared for it often fall into the trap thinking its all abut financial planning and holiday planning - many people at this life stage are not aware of the issues that are lifely to confront them.
Our trained certified and experienced retirement coaches will help your clients with the “now what’ part by helping to expand options for your future, eliminate the struggle, help make a clear way forward and help you create a personal plan.
