Looking through a 'financial strategy' lense is an important differentiation for Park Lane. The approach is more involved, and outwardly focused than traditional financial planning, although it does share common threads. What people don't realise about financial strategy is that it starts now, and isn't about putting ideas in place for retirement, but about how to live life now, in the near future, a few years down the track and maybe then how that translates to retirement. It's about designing and maintaining a lifestyle suited to you — the strategy and advice is a collaborative formalised approach to getting there.
We're as diverse as our clients are so we’re used to working with all kinds of people with different goals and requirements. What’s important to us is instilling positivity knowing the impact we can have on a client’s lifestyle goals and ensuring they have the best possible roadmap to get there.