We offer a full spectrum of financial planning advisory services to cater to your personal and business needs.

At Abundant Life Planners, we do things a little differently. Our Financial Services Consultants go through a client-centric process to ensure that both your current and future needs and priorities are met. Isn’t that what everybody does, that’s what you are thinking. Let us then share with you our unique 3 step approach to your customised and bespoke Financial Home.

Step 1 – We go through the Foundations of your Financial Home, whereby we find out what you want in the various rooms and what will bring you true joy and happiness in your newly built Home. Our team of Financial Services Consultants akin to Financial Architects go through a thorough process analysing the financial reports and the financial diagnoses. With that, we will also go through your existing policies and investment portfolio and see if it matches the rooms in your desired Financial Home. There could be furniture that needs replacing or there could be rooms that need repainting. You wouldn’t want an antique furniture in your modern contemporary home, would you?

Step 2 – In the process of Designing your Financial Home, we go through the options available and show you the infinite possibilities. As the saying goes, one man’s trash is another man’s treasure. This applies even in the business world. What’s important for you, your family and your business may not be the same for another person.

Step 3 – Lastly, we implement your new and chosen solutions and service you and your family for years to come. Having said that, we also provide Addition & Alteration of your Financial Home. After all, what’s a customised and bespoke Financial Home without your continuous input. Step by step alongside you, with every room depicting a Financial Goal that you may have, consisting of what’s loved and important to you and your family.