Discover financial freedom

This is your one life. Having a sense of direction, and knowing your pensions and investments are taken care of by an experienced professional, leaves you more time and energy for the things that really matter.

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What’s your focus?

Retirement planning

It’s getting closer. You need some help. Are you on track? What should you be doing today?

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Already retired

Whether you need help managing your investments or want to talk about passing on a legacy, we can help.

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Something else

Although we specialise in retirement advice, if this isn’t your concern right now, we may still be able to help you.

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Answering the big questions

Are we going to be okay?

What should we be doing differently?

Can we afford to live the life we want to?

Is there anything we could do better?

Will we run out of money?

Finding the answers isn’t so easy without guidance. There are too many possibilities. With the right support, you can remove money anxiety, liberating you to do more of the things that make you smile.

Why we're different

Your journey, made simple

If you think working with an adviser is all boring meetings and conversations about “the markets”, we’re not the right choice for you.

Our annual planning process is goals-led and focuses on the actions you must take to reach and maintain your financial freedom. Click or tap on the icons to explore.

01

Getting to know each other

From our very first conversation, you’ll notice that what we’re most interested in is you. We want to understand what you’re aiming for and why those things are important.

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02

Understanding your financial world

We’ll build your detailed planning model using our highly engaging software. This helps you and us understand what you have, and what it may mean for your future position.

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03

The financial plan

With a full understanding of your planning strengths and weaknesses, we’ll set out the steps you need to take to improve your position.

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04

Building your investment portfolio

Now we know what your various investments and pensions need to do for you, we’ll ensure they’re aligned with your goals.

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05

Dealing with other things

If there are any additional actions to be carried out, this is the time, and we’ll provide all the necessary guidance and support you need.

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06

Ongoing reviews

By far the most important part of our service is to keep everything under regular review. This helps you to maintain focus and ensures we react appropriately to changes around you.

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When it’s done properly, financial planning isn’t about money. It’s not about which fund to invest in or which product to buy. It’s about understanding what you need from your wealth, and how you should use it to find freedom and security.
For most of us, assuming we live the lives we want to, two paths lie ahead. Either our money outlasts us (which allows us to pass on a legacy to our loved ones), or we outlast our money. Great financial planning takes away the uncertainty.

Nick Evans

The One Life way

Insights

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Ready to say hello?

You’re assured a warm welcome from us, wherever you are in your financial journey. Follow the link below to send us a message or arrange a callback.

Get in touch
One Life Wealth Planning
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