Financial Lifest​yle Overview

01

We check every aspect of your financial life from your medical cover through life and disability to your
local and international savings for the short, medium and long term. We take all factors into account when
deciding on your investments including your preferences, age, risk profile, personal commitments and
lifestyle goals. We will compile a full financial analysis indicating your current position and future
requirements; showing shortfalls and giving a clear path to your financial health. Step by step we will help
you maximise your assets throughout your life and build your wealth.

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The Main Points

Income & Earnings
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    Monthly and yearly income sources (salary, investments, side hustles)
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    Stability and growth potential of income
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    Diversification of income sources
Debt Management
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  • Debt-to-income ratio assessment
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    Interest rates and repayment strategies
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    Outstanding debts (credit cards, student loans, car loans, mortgages)
Tax Planning

- Understanding tax brackets and deductions
- Tax-advantaged accounts (HSA, Roth IRA, 529 plans)
- Filing status and optimization

Financial Goals & Planning

- Short-term goals (vacation, car purchase, home improvement)
- Long-term goals (buying a house, early retirement, education fund)
- Passive income strategies