Solutions for Individuals
Lifecraft helps individuals take control of their financial future while building personal wellbeing.
Our solutions combine expert financial guidance with practical coaching tools, giving you the clarity, confidence, and balance to make decisions that align with your goals and values.
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At Lifecraft, we help individuals gain clarity, confidence, and balance in both finances and wellbeing.
Our solutions are designed to give you both financial clarity and personal confidence.
Learn more about how we can support you below,
from understanding your current situation to creating
a comprehensive plan for now and your future.
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Individual Discovery Call
A free introductory call (15 minutes) to help you understand what financial planning involves and whether it’s right for you. After booking, you’ll receive a short questionnaire so we can learn more about your goals and situation before we meet.
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Lifetime Financial Planning
A comprehensive plan tailored to your and your family’s life goals. We will learn about your needs, goals and aspirations. Then design your plan with you. Usually this takes two meetings with a full report.
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Workshops & Talks
Interactive sessions to help you build confidence and clarity around money, career and wellbeing. Each workshop focuses on practical tools for managing change and making confident choices about your next steps in life and work
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Coaching & Wellbeing Support
1:1 sessions designed to help you build resilience, reduce stress and make confident decisions aligned with your goals. Coaching supports you in creating balance and developing a mindset that helps you thrive personally and professionally.
What’s included in
Lifetime Financial Planing?
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Identify your current and future lifestyle expenses
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Asset and income review and financial independence planning
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Analyse ‘what if’ scenarios from an income/asset/taxes lens to help you make decisions
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Business and estate strategy using cashflow planning
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Guidance on unexpected life events such as redundancy, ill health or death.
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Your retirement plan. Your personalised lifetime planning report including cashflow.
Ready to take the next step?
Connect with our team and start creating your pathway to balance, security, and fulfilment