Wealth Management
We have developed a unique, yet common sense approach to financial planning. The LIFE Financial Planners Wealth Management Program offers stepping stones to successful financial planning for life. As stated we use a 6 step process to help define client’s goals and help them over time to reach these stated goals.
The back bone of this 6 step process is the actual Design Implementation and ongoing Management of the Investment portfolios. We offer the following services to clients:
- Portfolio Design
- Portfolio Implementation
- Portfolio Ongoing Management.
As a part of our process we are committed to our portfolio design. Which is 
designed based on the clients objectives, the personal details provided and attitude towards investment risk. 

We construct our portfolios using a number of filter systems; our aim is to construct portfolios ensuring the asset allocation is in line with market conditions and expectations with consideration to local and international factors.
In line with our contact of engagement, we review our client’s investment portfolios. At this review we make changes as required to reflect existing investments with consideration of investment markets and economic conditions. Any changes to the portfolios will be made with consideration to what impact the economic market will have for the medium term.
Our client’s portfolios are adjusted inline with these changes. We then conduct a full of review of our clients current position and ensure that the strategy implemented is still inline with their stated longer term objectives.