Lifestyle Planning
Who Are We?
Integrated Lifestyle Financial Planning
At Lifestyle Management (LSM), we redefine the concept of financial planning by focusing on holistic lifestyle strategies tailored to offering local & expatriate executives and their families. Our unique client-centric approach has earned us referrals from esteemed organizations like the UN, World Bank, and Red Cross, establishing us as trusted advisors in the realm of lifestyle and financial planning.
Our Mission
We are dedicated to transforming lifestyle dreams into tangible realities. By collaborating closely with you, we clarify and refine your goals, evaluate your current position, and design a strategic plan that accelerates your journey toward achieving your aspirations. Our comprehensive services merge lifestyle planning with traditional financial strategies, ensuring that you not only achieve financial returns but also realize your long-term dreams.
Our Approach
Holistic Lifestyle Planning
Life is unpredictable, but our structured lifestyle planning approach provides clarity and direction. We prioritize understanding your lifetime goals over short-term financial gains. This means:
-Goal-Based Lifestyle Planning: We start by asking how you envision your future. This sets the foundation for a personalized strategy that aligns with your aspirations.
-Comprehensive Evaluation: We assess your current resources and positions to tailor a plan that effectively bridges the gap between where you are and where you want to be.
Crafting Your Ideal Life Journey.
Services We Offer
Financial coaching is a personalized, holistic approach to achieving your goals, blending aspiration clarity with actionable financial strategies for success.
Read MoreWealth Design offers tailored financial strategies, helping clients consolidate and grow assets while ensuring legacy and family security through deliberate planning.
Read MoreAt LSM Corporate Services, we provide tailored financial solutions for entrepreneurs, including strategic planning, mergers, acquisitions, and capital raising.
Read MoreDelivering insight-driven transformation for investment banking, wealth and asset managers, exchanges, and clearing houses globally.
Read MoreCustomer Reviews on Lifestyle Management
JL
“Lifestyle Management guided us through flexible financial planning with warmth and clarity, ensuring our future security despite changing circumstances. “
AH
“Lifestyle Management offers wise financial advice with accurate documentation. Their thorough approach and reliability make them highly recommended for expats. “
MS
“Lifestyle Management’s professional, no-pressure approach to investment advice has been invaluable. Highly recommend for effective lifestyle planning, especially for expats. “
TD
“I’ve been fortunate to work with Les Symons, whose integrity, vision, and mentorship have significantly inspired and influenced my coaching journey. “
BC
“Les combines interpersonal skill with real-life experience, making coaching immersive and effective. His honest, practical approach meets high expectations. “
SS
“I know Les as a fellow NLP Master Practitioner with a great attitude. His approachable personality and coaching skills promise excellent financial services. “
KD
“Darren is a highly skilled, passionate ABNLP Master Coach and Trainer, known for his professionalism, communication, and client transformation support. “
