Services That Transform Your Future

At 360 Future Life, we offer a range of services designed to simplify financial planning and enrich your life. Whatever your goals, we’re here to provide clarity, support, and expert guidance.

Our Services: Tailored Financial Planning for Every Stage of Life

At 360 Future Life, we believe financial planning is about more than just numbers—it’s
about crafting a life that aligns with your values and aspirations. That’s why we offer three carefully designed plans, each tailored to suit different needs. Here’s how we can work together to build your financial future:

Membership

Essential Financial Plan

A straightforward, personalised approach to financial clarity.

This one-on-one service—available in person or virtually—guides you step by step through our Insight SnapShot™ planning tool and Freedom Figure™ analysis.

Together, we’ll assess your current financial position and map out a comprehensive lifetime cashflow model using cutting-edge software.

What you’ll gain:

A clear understanding of your current financial status.
A structured Financial Game Plan to guide your decisions.

This service is ideal for individuals looking to establish a solid foundation for future financial success.

Financial Life Plan

Define the life you want—and create a plan to achieve it.

Building on the Essential Financial Plan, this option takes a deeper dive into your personal goals and aspirations using our Revelation Formula™ tool.

We’ll explore what truly matters to you—your passions, priorities, and purpose—and translate these insights into an actionable plan.

Additional features include:

Risk Analysis – A thorough assessment of potential challenges and how to navigate them.
Estate Maximiser – Strategies to protect your legacy and mitigate estate tax risks.

Perfect for individuals seeking more than financial clarity—a roadmap to living their best life.

The Entrepreneur Plan

For business owners and their families—integrating personal and professional goals.

This comprehensive plan includes everything from the Financial Life Plan, with an added focus on the unique challenges and opportunities faced by entrepreneurs.

Using our Values Chain™ and Entrepreneurs Life Navigator, we’ll help you align your family values, business succession plans, and philanthropic aspirations.

Key highlights:

Crafting a Family Vision Statement to align personal and professional goals.
Developing a business and personal estate succession plan.
Integrating your entrepreneurial and personal priorities for lasting impact.

Tailored for business owners who want to create a harmonious and lasting legacy for their family and enterprise.

My 360 Future Life Plan

For individuals seeking clarity and confidence in their financial journey.

This comprehensive plan empowers you with a clear understanding of your financial situation while equipping you with knowledge to make informed decisions. With a focus on financial awareness and strategic planning, My360Future helps you navigate financial options, investment principles, and digital advisory platforms with ease.

Highlights include:

Gaining a clear understanding of your financial position.
Exploring potential financial solutions tailored to your needs.
Achieving greater peace of mind about your financial future.
Building confidence in navigating online or Robo-Advice platforms.
Understanding key investment principles to make informed choices

This plan is designed for individuals looking to take control of their financial future with clarity and confidence.

Contact for more information

How We Work

Personalised Financial Planning

Your life, your goals, your plan. We work closely with you to develop a strategy that reflects your unique priorities. From budgeting to investment planning, we’ll help you craft a financial roadmap that aligns with your values.

Future-Proofing Your Finances

Life is unpredictable, but your financial security doesn’t have to be. We specialise in building resilient plans that adapt to change, ensuring your finances are as flexible and forward-thinking as you are.

Empowerment Through Education

Understanding your financial options is key to making informed decisions. Through workshops, tools, and resources, we equip you with the knowledge and confidence to take charge of your future.

Holistic Life Planning

True wealth isn’t just about money—it’s about living a life of purpose and fulfilment. Our holistic approach considers your social, environmental, and spiritual goals, ensuring your financial plan reflects the life you want to lead.