Home - Life Planning Associates

Secure your future by aligning your wealth with your values.

Aligning Values for Life

Life Planning Associates invite you to embark on a Values Alignment Process! We invested a great deal of research to innovate a service that aims to align your finances to your values.

SAJ Workshop:
"To The Thousandth Generation"

Embark on a transformative journey with our partner’s To The Thousandth Generation (Family Values) Workshop, a 1.5-day immersive experience designed to strengthen familial bonds and shape a lasting legacy. Join us as we delve deep into the essence of your family’s values, guiding you towards crafting a vision, mission, and values statement that will resonate through generations.

Assets & Investments

We organise your finances and deliver tailored solutions to help you achieve your goals.

Click Here

Insurance & Risk

We design and implement a robust risk management plan to protect your family against life risks.

Click Here

Giving & Impact

We guide you to create a giving plan that makes an impact to you, your family and others now and in the future.

Click Here

Family & Legacy

We set in motion plans that celebrate a legacy of values, wisdom and wealth transfer to the next generation.

Click Here

The principles of stewardship you've introduced me to will serve as a guiding light, influencing not just my investment strategies but my approach to life's many decisions.

My husband and I needed guidance in relation to the handling of our finances, and were glad when we were introduced to LPA. Over the past 15 years or so, LPA has provided great help and guidance in managing our finances. We've been impressed enough to recommend LPA to many of our friends.

My husband and I appreciate how this partnership has been supported by good processes and steadfast effort to build a relationship founded on trust and common values.

With LPA's help, I secured a substantial payout from an insurance plan which had lapsed and considered a write-off.