LifeSmart® Financial Planners

Experience You Can Trust: Over 25 Years of Expertise

At LifeSmart®, we’ve spent nearly two decades helping individuals and families make confident, informed decisions about their financial future. Our mission is simple, to provide advice, clear strategies, and support that lasts a lifetime.

We take pride in building lasting relationships built on trust, transparency, and real results. From your first consultation to long-term financial planning, we’re here to support your journey every step of the way.

Expert Guidance

Our team is fully qualified and committed to delivering clarity, peace of mind, and personalised solutions that reflect your goals.

Trusted Experience

All advice we give is rooted in years of proven insight and a dedication to helping clients achieve long-term success.

Comprehensive Financial Solutions Tailored to Your Unique Needs

At LifeSmart® Financial Planners Limited, we specialise in providing personalised financial planning services. Our team is dedicated to helping you navigate your financial journey with confidence. From retirement planning to investment advice, we are here to support your goals.

Strategic Guidance for a Secure Retirement Journey

We create customised retirement strategies to ensure your financial security.

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Expert Investment Advice for Growth and Security

Our investment strategies are designed to align with your financial objectives.

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Financial Planning and Advice for Every Stage of Life

We provide comprehensive planning to help you achieve your life goals.

Discovering Your Financial Landscape and Aspirations

We analyse your finances and goals to create a personalised financial plan.

Tailored Financial Plans for Your Future

We create a personalised strategy to simplify your finances and support long-term success.

Presenting Your Financial Plan and Recommendations

We'll present your tailored financial plan clearly and address any questions you have.

Reviewing and Refining Based on Your Feedback

We value your feedback on our financial plan to ensure it aligns with your goals.

Bringing Your Financial Strategies to Life

Now, we implement your financial strategy and guide you through the process.

Continuous Improvement of Your Financial Plan

Your financial journey evolves with life; we regularly review and adjust your plan accordingly.

Testimonials

Real feedback from real people. These testimonials reflect the care, clarity, and confidence we aim to deliver every time.

“Life Smart helped us finally get clear on our future.”

“Being self-employed, I’d always just focus on getting jobs done — retirement wasn’t even on my radar. When we first met with LifeSmart, they took the time to understand our situation, explain the options in plain terms, and show us how to start building towards a retirement we could actually enjoy. For the first time, I feel like we’ve got a real plan.”

Jordan Richards

Self-Employed, Interior Designer

“We walked away with more than advice — we walked away with direction.”

“My wife and I had talked about making a will for years but never actually did anything. Life Smart made the entire estate planning process feel approachable and human. They helped us set up everything from power of attorney to guardianship for the kids, and now we sleep better at night knowing it's all in place.”

Claire & Malcolm

Retired Couple, Parents of Four

“Life Smart helped us plan with purpose after selling our business ”

“After selling our business of 20 years, we needed advice we could trust. The team took the time to understand what mattered to us — family, flexibility, and legacy. Now, we know our money is working for us, and we have a clear plan for the future.”

Joanne & Mark

Recently Retired Business Owners

“They helped me step back and actually think long-term.”

“As a business director, I’ve always been focused on growth — scaling, reinvesting, staying agile. But I hadn’t really stopped to consider what that meant for me personally, or for my family’s future. Working with Life Smart changed that. They gave me space to talk openly about my goals — not just business goals, but life goals. They helped me separate personal wealth from business finances in a way that finally made sense.”

James Holloway

Managing Director, Logistics

“I never ever thought financial advice could feel so personal.”

“I always assumed financial planning was only for people with huge amounts of wealth behind them. But from the first meeting, Life Smart made me feel like my goals mattered. They helped me create a roadmap for buying my first home and building long-term security — all in a way that made sense for me.”

Sophie Patel

Young Professional, First-Time Buyer

“They made all the complex financial stuff feel super simple.”

“I’d been putting off sorting my finances for years. Pensions, investments, tax — it all felt too overwhelming. Life Smart broke everything down clearly, helped me prioritise, and gave me the confidence to take action. It feels like a huge weight has been lifted off my shoulders.”

Emma

English Teacher, Mum of two

Your Financial Future Awaits

Schedule a consultation today and take the first step towards financial peace of mind.

Your Partner in Financial Planning