At MyPlan, we embrace Lifestyle Financial Planning for our clients’ personal and business needs because it’s not about the products, funds or chasing the next best return. It’s about you, the client.
Lifestyle financial planning is about co-creating a financial plan with our clients and then walking that plan with them, guiding them towards success and supporting them every step of the way.
We achieve this by really getting to know our clients. Only then do we apply the principles of Holistic Financial Planning, Estate and Retirement Planning, Investment and Wealth Management.