What does liquidity for lifestyle mean for you?

Too much personal financial advice is based on fear. Planning for the future, or even thinking about planning for the future can become a stressful activity. You feel worried about having enough and anxious over what your next years will look like. Despondency sets in as you get bombarded with stories of financial apocalypse from the media.
We are here to tell you there is another way.

What does liquidity for lifestyle mean for you?

Too much personal finance advice is based on fear. Planning for the future, or even thinking about planning for the future, can become a stressful activity. You feel worried about having enough and anxious over what your next years will look like. Despondency sets in as you get bombarded with stories of financial apocalypse from the media.
We are here to tell you there is another way.

We start with
you

We don’t do fear or luck. We do prosperity and roadmaps. When we work with you we do not start with products. We are not here to find out whether you need a pension plan or an insurance policy. These products may be part of a sound financial plan and they do have their benefits but they may not necessarily be right for you right now.

Instead, we ask you about your dreams for your life.

Do you wish for more time to pursue your passions?

Would you like to benefit your community?

What is your hope for your children?

Would you like to travel more?

Do you live in your ideal home?

Your dreams are your unique vision for your life. Everyone has a different vision. Together we start to work out how much financial resources you will need to live your ideal life. YOU are the starting point, not a financial product.

Instead, we ask you about your dreams for your life.

Do you wish for more time to pursue your passions?

Would you like to benefit your community?

What is your hope for your children?

Would you like to travel more?

Do you live in your ideal home?

Your dreams are your unique vision for your life. Everyone has a different vision. Together we start to work out how much financial prosperity you’ll need to live your ideal life. YOU are the starting point, not a financial product.

A roadmap shows you how

Now that you have articulated exactly what you want your life to be, we start to figure out how you will create the wealth you need.

We look at all avenues available to you, from small changes to your savings disciplines to improving your work-life balance to create a step-by-step roadmap that places the control in your hands. Certain financial products may be useful and we will look carefully at the right ones for you. If they are not going to help you create the life you want they do not feature in your plan.

This is building liquidity for lifestyle.

Our Polestar service is an ongoing mentoring facility that looks at all aspects of your financial life, from savings to loans to investments and more, to ensure you’re moving in the right direction.

Putting the control in your hands

One of our great privileges is experiencing the transformation people go through when they realise that creating prosperity doesn’t need to be overwhelming, intimidating and unattainable. More than 700 clients have found ways to achieve the lifestyle they want.

Would you like to do the same?

Putting the control in your hands

One of our great privileges is experiencing the transformation people go through when they realise that creating prosperity doesn’t need to be overwhelming, intimidating and unattainable. More than 700 clients have found ways to achieve the lifestyle they want.

Would you like to do the same?

Liquidity for lifestyle

We start with you and your aspirations, not a financial product.

Risk within tolerance

Mathematical modeling, analytical tools and mentoring help you create a financial plan you are empowered by.

Growth within expectations

Build the wealth you need to live the life you want.

Identifying your Aims

Take time to match your financial plan with the life you aspire to live.

Building your Roadmap

Stay motivated with an illustrative dashboard that maps your path and your progress.

Measuring progress

Every step you take helps you create the vision you have for your life.

Maintaining Momentum

It is easy to stay motivated when you see what consistency can do for your prosperity.