The Lifestyle Financial Choices Process ^TM

This is our unique financial planning process which revolves around the creation of your personal LIFESTYLE PLAN ^TM. Developed by our in-house specialists and in consultation with our network of professional partners, you will have genuine strategies and expert financial recommendations to help you achieve what you genuinely desire out of life.

Our FOCUS MEETING ^TM will help you prioritise and identify goals both now and in the future. When your LIFESTYLE PLAN ^TM is completed we will post it to you. This is because the content will require sufficient time to read in the comfort and solitude of your own home. When you have digested the contents, you have several options. If you take advice from other professionals, such as an accountant or solicitor, you may choose to show it to them. You can ask us to implement the plan for you. We will invite you back for a further meeting to discuss this and answer any questions you may have.

When your plan has been implemented, we will invite you to become clients of Kings Park and join our CLIENT CHOICES PROGRAMME ^TM. This will ensure that your financial plans are reviewed and kept up to date either quarterly or annually by a series of reports or meetings. You will also be kept up to date generically through our newsletter, THE FINANCIAL CHOICES UPDATE.

If you would like to arrange a no obligation meeting or if you would like further information, please click here.