Life Planning

We’ve developed a new service called MyLifePlan. 

MyLifePLAN is a central register for all matters relating to you. It has been developed to assist you in managing your affairs and to make sure you have all of your important information documented and backed up with bank level security, in the cloud. 

Who is it for?

If you don’t have your affairs documented and collated securely in the one place….then we recommend using MyLifePLAN.


If you want to keep track of everything you own and owe with a live view of your personal finances….then we recommend using MyLifePLAN.


If you want to create important goals and link them with your account and credit card transactions to understand how, and when you can achieve them….then we recommend using MyLifePLAN.

Our Services Include:

Wealth Portal

Keep track of everything you own and owe with a live view of your personal finances

Personal Budgets

Link all your bank accounts, categorise transactions, and track your spending against your budget.

Goal Setting

We can help you set some personal financial goals with actions and milestones to help you achieve them.

Tax Ready

Streamline your records, for easy access and make tax time easy.

Central register

Have all of your important information documented and backed up with bank level security, in the cloud.

Regular Meetings

Have access to experience and support from our team.

Some common questions we get

You will have access to your own Wealth Portal that will become the register for all of your essential documents. Together, we will set a timeframe for collating your information, which fits around your commitments. We will give you a follow up call to see how you are progressing and once we set up your Portal, we’ll meet with you to help you get things organised.

Once your Wealth Portal is setup, we will arrange to meet throughout the year to finalise your goals, track your cashflow and then review your annual accounts.

Imagine the peace of mind and the time you will save when you have all your essential documents stored in a central location and your accounts set up so you can categorise and track your income and expenses.

  • Take action to document your affairs so they are easier to manage.
  • Manage your property paperwork, with live valuations and data feeds.
  • Link all accounts, categorise transactions and track your spending.
  • Set goals and use powerful budgeting tools to get a full picture of your status.
  • Streamline your records, and make tax time easy.
  • Gain peace of mind knowing you are prepared should something unexpected happen.
  • Feel secure knowing all your important documents are stored in the one place.
  • Have access to experience and support from our team.
  • Give access to your trusted advisors, and control what they view.

Don't hear it from us.
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Want to enquire about our life planning service?