Educated, High-disposable income, senior professionals, living and working internationally with a high proportion employed in humanitarian work (UN/NGOs), aged 30-55.
NB. At the core of what motivates our clients is 'family' and the desire to provide a quality of lifestyle for themselves and their family. Please consider this point when thinking of potential design ideas.
A Description of our Services:
Our clients are interested in planning for their medium to long term lifestyle and financial goals. We help our clients achieve the dreams that they have for their family’s future with our unique lifestyle planning process.
If you are like most international professionals, you are probably very busy with the immediate demands of your work and what is going on with your life right now, today. Perhaps this has left you feeling that you are neglecting the more long term planning for your future, and the future of your family. How many times have you said to yourself, “I will get to that tomorrow?” Or another day, when you have more time?
Maybe you have made some progress for your future…
You might have purchased some property, have a little bit of money in savings, have made some investments or you have a pension plan with your employer. Maybe you are one of the lucky ones that is expecting some form of inheritance in the future.
But even with these things in place, you are may not know where you stand with regards to your “financial strength” in terms of all the things that you want to accomplish over the course of your life. Yet you just don’t know where to start with regards to planning for the future – especially if that time seems so far away.
But the truth is, there is no time better than now to start planning for you future. And it doesn’t have to be a “painful” process.
At Lifestyle Management we know that as with all things in life, if you are working towards specific goals and objectives, you are more likely to reach your financial destination when you have a plan in place. A plan allows you to focus on what needs to be done, making the necessary sacrifices along the way, so that you can ultimately reach your desired end result. With a sensible plan you can structure things so that you make efficient use of your resources and ensure that you get where you want to go.
Unlike traditional financial advisors, we work with our clients in the role of lifestyle planning consultants. We help clients achieve lifetime goals, rather than simply achieving an “investment return”. Our comprehensive lifestyle planning approach is designed to meet the individual needs of our clients. It’s not a “one-size-fits-all” approach. We focus less on short-term investment returns and more on understanding your objectives and working to help you achieve your lifetime goals.
We help you take a holistic structured approach to planning for your future. We will make sure that you are certain you know where you are today, that you know where you are going for the future and that you understand how you are going to get there.