Financial Life Design

Protect Yourself
And The Things You Value

Financial planning traditionally focuses on money but often overlooks the critical roles of time and health. The Financial Life Design™ (FLD) methodology addresses this gap by integrating time management, health considerations, and traditional financial planning principles. By recognising the interconnectedness of time, health, and money, FLD empowers individuals to navigate life transitions with confidence and ensure their financial well-being aligns with their long-term goals.

Customise a plan that is specific to you

  • Goal Setting and Strategies

  • Asset Accumulation 

  • Managing Money and Risks

  • Children's Education Planning

  • Retirement Income planning

  • Wills and Estate Planning*

Safeguard your business

  • Risk Management

  • Keyman Insurance

  • Employee Benefits In Kind

  • Credit Protection

  • Asset Protection 

Comprehensive financial solutions

  • Home Protection / Refinancing

  • Travel

  • Pet

  • Motor

  • Events

  • Professional Indemnity

*These services are provided by the team at Financial Life Design as a licensed representative.