LifeMap

Your financial plan for life

LifeMap brings your life into focus, enabling you to strike the perfect balance between planning for tomorrow and living fully today.

Financial planning is often too... financial

A financial plan should centre around your life

Without a clear financial plan, you might find yourself worrying about the future. Questions like “Can I afford this?” or “Are we saving enough money?” may sit rent-free in your mind. 

Worse still, you could already be in a comfortable position financially, but lacking the confidence to retire, simply because you’re unaware of your true financial independence.

Let's create a financial plan focused on your life, a LifeMap

A LifeMap is more than just a financial plan that tells you what to do or, in most cases, not to do. It’s a roadmap to where you’re going. We focus on your life as a series of goals and experiences. Together, we work out how you can achieve these without compromising on enjoying life today.

We take care of the financial plumbing, but you’re the expert on your life. LifeMap helps bring your life into focus, enabling you to strike the perfect balance between planning for tomorrow and living fully today.

Want to take a year out and travel the world without stress?

Dreaming of an early retirement but not sure how to afford it?

Time to quit the day job but not sure if you can afford to?

Get started with LifeMap

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Book a free chat
with us

Tell us what’s on your mind and make sure we're the right fit

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Get a financial life plan
for your future

We'll design a bespoke LifeMap around your goals and ambitions

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Live guilt free knowing
you're on track

Your plan will help you live today whilst working towards your future

What happens after you've got a LifeMap?

Headway

Our lifelong commitment to keeping your LifeMap firmly on track. Get ongoing expertise from a financial planner that makes sense.

SmartWealth

Our intelligent portfolios, expertly designed with a proven track record of creating and nurturing long-term wealth.

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