Lifestyle Planner (Australia ) Pty Ltd

Lifestyle Planner has been developed by Financial Planners, Mortgage Brokers and Accountants with combined industry experience over 100 years in the financial service industry.

Lifestyle Planner is an industry recognised Cash Flow Management and Coaching System. It aims to "change behaviour" of people over time toward saving and it allows professional advisers to build a long term relationship with their clients by coaching and mentoring with real time study of their spending habits by tracking their actual financial transactions, as they occur.

Fact Find data are automatically populated from their financial institutions statements through CSV files etc.

Lifestyle Planner Cash Flow management System has been developed to meet the gap in the financial service industry. Let's face it "Know You Client Rule" is flawed and to coach & mentor clients towards savings.

Most people "guestimate"their household expenditures" and do not direct their spending towards income producing investments, but rather spend on lifestyle expenses. As a result struggle to meet their goals and objectives such as creating an income streams in returement to live comfortably.

Lifestyle Planner aims to provide understanding of their spending and with coaching and mentoring provide successful cash flow management strategies.

Lifestyle Planner delivers new income stream to financial advisers and enables them to upskill themselves to deliver new service to genration x and y.