Lifestyle Financial Planning

Here is what you can expect, if you engage us to work with you.

Organisation

We will help bring order to your financial life (review your existing arrangements and agree to keep, get rid or discuss), including building a detailed lifetime cashflow model to support your lifestyle aspirations.

Accountability

We will help you follow through on your financial commitments.

Objectivity

We will bring insight from the outside to help you avoid emotionally driven decisions on important money matters.

Pro-activity

We will work with you to anticipate your life transitions and be financially prepared.

Education

We will explore what specific knowledge will be needed to succeed in your situation.

Partnership

We will attempt to help you achieve the best life possible but we work with you, not for you. It’s a WE thing not a you thing.

But where is the value to me?

Peace of mind

By engaging Thompson & Richardson Financial Planning to help design your future lifestyle, you will know exactly where you are and where you are going, backed by a team of qualified and experienced professionals, to refer to and guide you through life’s little hurdles!

Real value

We deliver quantifiable gains for clients in reducing the costs and charges in their investments, we plan well to reduce taxation which improves income and investment gains. Clients therefore, can see and feel the real value of our services in quantifiable ways.