What's Up in finance?

What is lifestyle planning?

Lifestyle planning places the achievement of your aims, dreams and personal values before the deliberate pursuit of wealth creation. When it comes to planning, people can place far too much emphasis on investment performance, whilst neglecting the reasons why they are saving in the first place. Financial planning is not just about maximising your investment returns, it is about aligning your goals to your values, so you always know why and what you are investing for.