Personal Planning

Financial Planning and Risk Management

Setting money aside and getting some insurance coverage is the start. What you do with it from there is the magic. Ok, it’s not magic, but it can seem like it because the results can be dramatically different, depending on the actions you take.

We’ve spent years working with clients to help them save and plan for the future. Everyone has a dream of what that looks like – and we can help you make that a reality. Sometimes, it’s how you invest. Sometimes, it’s how you protect yourself and others. And sometimes it’s just being clear about what you want and why you want it.

Our planning process is a trademarked, industry-leading approach. There are four quadrants:

Discovery: Identify and think about your dreams and objectives
Creative Solutions: Think about the options available
Strategy Deployment: Implement the solution
Results Management: Ongoing management of the results

Let OneLife help you save and plan smarter, so that the discipline you’re bringing gets the respect it deserves.

For Your Kids

It’s never too early to start planning for their future as well. Education, wedding, home, grandchildren, retirement – they’ll need help with all of it, just like you did.

Allow OneLife to help you sift through the products, services, opportunities and Government Grants available to help your kids get a jump-start on their own future – today!

Personal Planning

Retirement and Estate Planning

We’ve helped thousands of people with their Retirement and Estate Plans and, in all those years, there have never been two alike. We’ll help you plan for it, and more.

Maybe you have a plan in place and you’re working on it. Perhaps you’re approaching retirement, or maybe it’s still a long way off. No matter where you are, there are a few things that you may want to consider when it comes to planning for your retirement and your estate:

  • How will you fund your retirement?
  • How will you use what you’ve saved when you stop earning an income so that it’s tax efficient and so that it lasts?
  • How will you take care of provisions around your health as you age?
  • Will you live longer than your wealth?
  • What do you want to have happen to your assets or your estate after you’re gone?
  • Have you built an estate equalization plan?
  • Is your will in place, and does it accurately reflect your wishes?

If you’re to have the confidence you want in your Retirement and Estate Plans, these and many other factors need to be explored – sometimes briefly, sometimes in great detail.

You have decisions to make about how you’ll spend your money, where you’ll put your attention, and how you’ll spend your time. And when it comes to making financial decisions, there are more decisions than people often think. Decisions should only be made that will take you closer to your dream for the future. That’s why plans, need a plan.

The Right Way To Rethink Your Wealth

Allow us the opportunity to show you how to properly plan your investments, estate, and retirement savings. By properly managing your assets your estate can also be settled faster, easier and more tax effectively.

Let us show you how