Hello!
At Lifestyle Wealth, our service proposition goes beyond traditional financial planning. We believe in a holistic approach that encompasses your values, aspirations and desired lifestyle.
Our goal is to help you achieve not only financial success but also overall fulfilment and well-being by following a proven process that has helped hundreds of clients live their best lives. At Lifestyle Wealth we think outside the square, we offer innovation, invention and creativity.
At Lifestyle Wealth, we are committed to delivering exceptional client outcomes and helping you to live a life of purpose, fulfilment and financial freedom. It is our privilege to accompany you on this journey.
Doug Muirhead
Lifestyle Financial Planner
Lifestyle Wealth Limited
Lifestyle Wealth Limited exists solely to provide outstanding client outcomes. We look to establish and maintain long-term relationships in order to accompany our clients on their life journeys. Our average client relationship is currently 18 years, with some over 25 years, which demonstrates our commitment to the long-term financial security of all our clients.
Our service proposition has been designed to meet the needs and objectives of our clients and to ensure fair value is received when engaging with our company.
What sort of people do we work with?
Accumulators
Those who are looking to efficiently accumulating wealth with a view to achieving certain lifestyle goals and ultimate financial independence. They tend to be looking for Future Certainty.
Consolidators
Those who have accumulated wealth, who have worked hard and who now want to create the right structure to enjoy their best life. They tend to be looking to achieve Financial Independence.
De-cumulators
Those who are looking to maintain their lifestyle whilst passing on wealth to the next generations. They tend to be looking for Peace of Mind.