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LIFESTYLE FINANCIAL PLANNING

Don't hope for the best, plan for it!

Lifestyle financial planning is about helping you live for today while planning for tomorrow. It is not just about maximising your return on investment but also your return on life. By understanding what is truly important to you, we will show you how to effectively make changes to reach your goals.

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Maximise your lifestyle & spend more time doing the things you love

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Spend more time with loved ones 

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Stress less about your finances

LIVE YOUR BEST LIFE

Ever thought about how much money you actually need to live your desired lifestyle for the rest of your life?  

Working fewer days, taking more holidays or just retiring early so you can spend more time doing the things you enjoy.

We are conditioned to believe that the more wealth we accumulate, the better. Most people spend a lot of time working without stopping to consider how much money they truly need and how their wealth can be used to create a happier life filled with purpose.

There is no question that money is important; it gives you choices and freedom. However, at NorthStar Financial planning, we believe people should work to live and not live to work. Money is just a means to allow you to live the life you want and everyone is different.  Based on your financial situation, the lifestyle you want to live now and into the future, we will work with you to determine what you need and whether you have 'enough'. If the answer is yes, we encourage you to go out and live your best life while we ensure it stays that way. If the answer is no, we will create a plan to get you back on track and to where you need to be. 

With sophisticated modelling software, we can show you visually how every aspect of your financial health comes together and the impact of your BIG financial decisions. As your financial partner, we will not only help you manage, grow and protect your wealth but also ensure you get to ENJOY IT before it is too late.   

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