OLFP offers a range of advice and services including personal financial planning, retirement planning, investment management, tax planning, estate planning, and risk management. We tailor our services to meet your individual financial goals and circumstances.

Our financial planning process begins with an in-depth consultation where we discuss your financial goals, needs, and current financial situation. From there, we develop a personalised financial plan that includes strategies for saving, investing, and wealth preservation. We then implement your plan and schedule regular reviews to adjust as your life circumstances evolve.

Absolutely. Client confidentiality is paramount at OLFP. We adhere to strict privacy policies to ensure that all your financial information is kept secure and confidential at all times.

Our fees are structured transparently, and primarily based on a fee for advice basis. We may also offer fixed-fee or hourly rate structures for specific planning services. We believe in clear, upfront communication regarding fees, ensuring there are no surprises.

Yes, we can assist with tax planning strategies to help minimise your tax liabilities and maximise tax efficiency within your investment portfolio. However, for specific tax and accounting services, we recommend working with a qualified tax professional, and we can coordinate with them as needed.

Yes. OLFP can work closely with your existing Advisor or refer you to our network of trusted specialists. We are careful in who we refer to and you can be certain that – if the need arises – our referral partners will look after you with the same courtesy, respect and professionalism that we do.

Our team includes financial planners fully certified, which means they have met rigorous professional standards and adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

Our investment philosophy is based on a long-term, diversified approach tailored to your risk tolerance and financial objectives. We use a mix of asset classes to construct portfolios that aim to achieve growth while managing risk.

At OLFP, you will have a dedicated financial Advisor who will be your primary point of contact. Behind the scenes, your advisor is supported by a team of financial professionals who collaborate to provide comprehensive advice and solutions.

We typically review financial plans annually, but reviews can be more frequent depending on the complexity of your financial situation and if there are significant changes in your life such as marriage, starting a business, or retirement.

That is quite hard to quantify…, but what is important to us is that our clients tell us that our approach is different. The quality of our advice process is robust, we excel in all technical areas of financial & retirement planning, and we really do care for our clients.

We are a ‘client-centric’ firm, meaning we always put YOUR interests first.

We are also product ‘agnostic’ meaning that we are not tied to any particular family of funds or investment products, which allows us to provide truly unbiased advice.

Additionally, our team’s diverse expertise in various financial disciplines ensures a holistic approach to managing your wealth.