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Essential services to help you completely manage and grow your wealth – We get you where you need to go!

Our 6-step process will help you discover your financial goals, demonstrate how your personalised financial strategy will work, and guide you through your options as your life, needs & goals change.

We help you discover, plan, manage, and achieve your financial goals for a happier life through every life stage.

Discover

Get to know us better with a quick, obligation-free phone call. You can ask us some questions and see how LifeStages will work for you.

We will discuss:

  • What advice you are looking for
  • How LifeStages can help you
  • Any questions or queries you have
  • The option to set up an initial meeting
1

Understand

In our initial meeting, you have the opportunity to see how our process works, discuss what you want to achieve with your financial planning, and decide if LifeStages is right for you.

We will discuss:

  • Your financial goals
  • The LifeStages process and how we create and implement your personal financial plan
  • The services we provide and the costs involved
  • The option to arrange a more in-depth strategy meeting
2

Examine

Our strategy meeting gives us both the opportunity to get into the nitty-gritty: where your finances are sitting now, where you want to get to, and how we will get there together.

We will discuss:

  • Your financial habits, both good & bad
  • Your goals in detail
  • How your budget is looking
  • How your tailored strategy will work
  • How we will take the first steps of your journey
3

Create

The next stage is to take all the information we’ve discussed and turn it into a working financial plan. We set out and guide you through your tailored strategy.

What you can expect:

  • We present your initial financial plan
  • We talk you through each step, detailing your milestones along the way
  • We answer all of your questions and concerns
  • We can amend the plan if you wish to include other items
4

Implement

Now is the time we make the first step together. We begin to implement your strategy and make positive changes to your financial situation.

What you can expect:

  • We enact your plan in a measured, step-by-step approach
  • We make sure all your paperwork and documentation is in order
  • We ensure you are happy and confident every step of the way
5

Maintain

We’re here to make sure everything stays on track and your finances continue to work hard for you. We review and maintain your strategy and help you make the best financial decisions for your future.

What you can expect:

  • We review your plan on a regular basis and make necessary adjustments
  • We track your goals and changing circumstances
  • We recognise and celebrate your successes
  • We identify obstacles ahead of time and keep you on track
  • And we complete an opt-in agreement each year for continued service
6

We first met Sam just on 12 months ago and were pleasantly surprised with his no nonsense, easy to understand advice.  Jeff & I have a great working relationship with Sam which is one of honesty, openness and very relaxed.  He is a young man who is a good listener and has the ability to understand our goals and dreams for our retirement.  He is helping us to achieve these in a very practical way one step at a time.

We would recommend Sam and LifeStages Wealth Management to those who need practical and honest advice to achieving their retirement goals.

- JEFF & JUDY DOUGLAS

We were at a very early stage of discussing Financial Planning with Sam when my wife was suddenly diagnosed with Stage 3 Breast Cancer.  I remember receiving a text message from Sam as I was sitting in the hospital with genuine concern for my wife and reassurance of his complete support wherever needed.  Since that text message Sam has continually gone above & beyond many times and continues to do so.  He is a true professional and has showed excellent knowledge & understanding of his products.  We are truly in debt to Sam, and I am more than willing to recommend him to anyone for his dedicated service.

- WES & ZOE SPENS-BLACK

After Sam helped us get our finances in order, we looked at building our first home.  Sam was integral in helping us achieve our goal of home ownership, and much earlier than we thought possible.

Not only was his advice and support highly regarded, Sam looked after the whole process for us.  We likened Sam to being a ‘case manager’ for our finances, liaising with all the various professionals associated with building a home, from the builder to the mortgage broker, to the solicitor.  This made the process a lot less stressful and confusing, and saved us a whole lot of time.

We are looking forward to building our house and continuing to achieve our financial goals with Sam alongside us in years to come.  Sam is very down to earth and approachable, and we would highly recommend Sam and his team!

- KATHRYN TORNEY & MATTHEW KANE

I want to act, not talk

The most important step is getting started; it all begins with a simple conversation.
We also offer flexible appointment times and can even come to you.
The only thing we can’t do, is take the first step – that’s up to you
So, stop talking and start acting.

Act Now

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