Lifestyle Financial Planning

We partner with you so that you can live your best possible life without the fear of running out of money, whatever happens.

Planning and structuring your personal and financial affairs correctly and efficiently, is essential to growing your legacy while you live that life.

LEAD is a Financial Service Provider (FSP) registered with the Financial Sector Conduct Authority (FSCA) and has contracts with reputable strategic partners. We are qualified and experienced to partner with you. Our role is to co-create a plan with you, where you can grow your personal and family’s wealth while you live your ideal life.

How Can We Help You With Your Estate And Financial Planning Needs?

We believe our role as your lifestyle financial planner transcends three roles where we act as your life planner, financial planner and financial advisor as we partner with you.

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Life Planner

As your LIFE PLANNER, we delve into the finer details of how your lifestyle is lived. We seek to understand your lifestyle choices and behavior as well as who is involved and impacted by your day-to-day lifestyle decisions. We believe LIFE PLANNING to be of utmost importance as this will determine if you are happy and fulfilled with your current lifestyle that you live.

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Financial Planner

As your FINANCIAL PLANNER, we use our expertise and experience to determine the sustainability of your current lifestyle choices along with future lifestyle choices. This is the role we embrace when we partner with you through the financial planning process. We use market leading technology and co-create a Lifestyle Financial Plan that provides the best possible outcome of achieving your desired lifestyle.

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Financial Advisor

As your FINANCIAL ADVISOR, this is the role where we partner with you in connecting the needs of your lifestyle to solutions with approved Strategic Partners we are affiliated with. We believe this to be the least important of the three hats because solutions without a fulfilled and sustainable lifestyle might have an undesirable effect for your financial plan.

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Strategic Partners

• Health Insurance
• Investments
• Long Term Insurance
• Short Term Insurance

Other Services We Offer

Accounting

Our accountancy expertise enables us to supply a compliant and efficient accounting service. We aim to ensure that you can focus on what you do best – managing and building your business – by using reliable and up to date financial information. We will assist you in setting up an accounting system that will provide you with an accounting solution to suit your needs, while providing training and on-going support.

Tax

Tax compliance for small to medium sized businesses is increasingly complex. We study your personal and business circumstances and focus to simplify your corporate, individual and indirect tax obligations, working together to legitimately minimise your tax burden.

Advisory

Our affiliation to various professional bodies, and our secure network of information groups, ensures that we are able to provide you with the best business consulting and structuring advice. Our services in this area include business consulting, business structuring, secretarial services, statutory and other registrations and legal agreements.

Accounting And Payroll Systems

With our complete accounting and business experience, you can feel confident that we can train your team to have the right tools to run your operations smoothly and efficiently. Accounting and payroll systems are an integral part of any business and play a critical role in ensuring the smooth functioning of day-to-day operations. They help keep track of financial transactions, maintain accurate records, and ensure compliance with tax regulations.