Financial planning

Beaulife follows a six step approach to deliver financial advice to you.  This is central to providing you with tailored advice that is clear and transparent and covers your individual needs.

Our approach to financial planning

At Beaulife, we tailor individual solutions for every client in recognition of the fact that every client is different and has unique investment and income needs. However, every tailored solution is built on a solid investment framework. This forms the basis of what we refer to as our “Safety Net” Strategy.

This strategy is about having the certainty to meet your income needs without reducing the growth component of your nest egg or the risk of having to sell down depressed assets NOT IF the share market goes down BUT WHEN. Stock markets can be unpredictable and having a “Safety Net” account can assist in remaining disciplined against being forced to sell assets at the wrong time, locking in capital losses.

Ready to speak to an adviser?