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Find the best financial advisors for Expatriates living and working in Saudi Arabia

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Hello, I’m Jorge Granda. After nearly two decades as a Marketing and Communications Specialist, deeply immersed in the world of print and online media across diverse industries in the Middle East, I’ve embarked on an exciting new journey as a Business Development Manager at The Lifestyle Planning Consultancy. Our consultancy boasts different arms of business, including Personal Growth Coaching, Family Security, Passive Income Generation, and Goal Setting Guidance, all designed to enhance your life holistically.

My area of expertise primarily revolves around the finance sector, and I’m here to help you achieve the financial freedom you deserve while supporting you in creating the lifestyle you crave.

Who are we at
The Lifestyle Planning Consultancy?

We operate as a worldwide organization collaborating with licensed financial advisors whom we regard as our valued partners across the globe. Our mission is to help our clients achieve their financial goals by delivering exceptional advice and market expertise.

 Services

Generation of Passive Income

Passive income is the art of making money while you sleep. It’s the financial superpower that empowers you to live life on your terms, creating a steady stream of income with minimal daily effort. Whether it’s through smart investments, automated businesses, or other income-generating assets, passive income lets you build wealth, achieve financial freedom, and design the life you desire.

Offshore Banking

Offshore banking is your financial passport to a world of flexibility and privacy. It’s a strategic choice that allows you to manage your wealth securely in international banks, away from the confines of a single country. With offshore banking, you can access diverse investment opportunities, safeguard assets, and enjoy financial confidentiality, all while navigating the global financial landscape with ease.

Retirement Planning

Retirement planning is your roadmap to a golden future. It’s the art of ensuring that your hard-earned years of work translate into carefree, fulfilling days ahead. With strategic savings, investments, and lifestyle decisions, retirement planning empowers you to savor your post-work years worry-free, making your dreams of travel, relaxation, and new adventures a reality

Have confidence in us as we manage your finances, allowing you to continue enjoying the things you love most!

Children’s Educational Fee Planning

Children’s educational fee planning is your key to unlocking a world of opportunities for the next generation. It’s the financial strategy that paves the way for your children’s academic dreams. With careful savings and investment, it guarantees a bright educational future, allowing your kids to reach their full potential and achieve their educational aspirations.

 

Portfolio Asset Management

Portfolio management assets are the magician’s toolkit for growing your wealth. It’s the expert orchestration of your investments, creating a balanced, diversified mix that optimizes your financial future. With skillful asset allocation and risk management, portfolio management assets enhance your returns, shield against market turbulence, and set the stage for your financial success.

Wills and Estates

Wills and estates are your legacy architects. They’re the legal blueprints that ensure your hard-earned assets are passed on smoothly and according to your wishes. With these vital documents, you can secure the financial well-being of your loved ones and leave a lasting mark that honors your legacy, making sure your values and assets continue to thrive in the generations to come.

 

Let us discover the optimal investment opportunities and handle all the groundwork, so you can invest with confidence

Real Estate Investment

Real estate investment is your gateway to wealth through bricks and mortar. It’s the art of building a prosperous future by investing in properties that appreciate over time. With real estate investment, you can grow your financial portfolio, create passive income streams, and secure a tangible and enduring legacy that stands the test of time.

Life Assurance

Life assurance is your promise of protection and peace of mind. It’s the financial safety net that provides your loved ones with a stable future, even in your absence. With life assurance, you can rest assured that your family’s financial needs are covered, ensuring that your legacy lives on and your commitments are fulfilled.

 

Unlock Early Retirement: Book Your Free Consultation Today!

Your financial future is just a few clicks away. Schedule your personalized consultation today, and let’s start building the life you envision.

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Partner with us for a secure future. Book your appointment to start living the life you deserve.

Frequenly
Asked
Questions

What's the annual fee for the Lifestyle Planing Consultancy's Regulated Partners Financial Advisors?

The annual fee for our services may vary and is dependent on the specific solution and advisor you choose. We generally recommend refraining from specifying exact fees upfront because these are determined on a case-by-case basis. The fee structure can be influenced by factors such as your financial goals and the complexity of your individual situation. This approach ensures that the fee aligns precisely with your unique needs, offering you the most tailored financial advice.

What's the minimum amount I need to invest?

The minimum investment requirement for  advisory services may vary depending on the specific product or solution you are interested in. Whether it’s related to investments, insurance, wills and estate planning, or offshore bank accounts, the minimum may differ accordingly.

How do I know if The Lifestyle Planning Consultancy is right for me?

Our referral  regulated partners could be a suitable choice for you if:

  • You have questions about investing.
  • You are seeking a strategic approach to set aside funds for purposes such as planning your retirement, financing your children’s education, purchasing a house, or launching a business.
  • You find making investment decisions unenjoyable, or you prefer to allocate your time to different activities. (You prefer having someone else manage and monitor your investment portfolio for you.)
  • Maintaining a long-term plan can be challenging, or you tend to react to market fluctuations frequently.
  • You have to make complex financial decisions (Social Security, health care funding, or withdrawing retirement savings) and want help making these decisions.
  • You seek assistance in managing your investments with a focus on tax-efficiency, and you aim to leverage tax-loss harvesting opportunities
How do I know your advisors will focus on my best interests?

Rest assured that our regulated financial partners are committed to focusing on your best interests. One key reason for this is that all our regulated partners operate independently. This means they have no financial incentive to recommend any solution, product, or provider that is not perfectly suited and tailored to your unique circumstances. Their primary goal is to ensure that the advice and recommendations they provide align perfectly with your specific financial needs and objectives, creating a plan that puts your best interests first.

Can I be a successful investor without The Lifestyle Planning Consultancy's strategies

We’ve always maintained that successful investing can be more straightforward than many people perceive. However, our extensive experience has shown us that not everyone shares the same enthusiasm for investing as we do—and that’s perfectly fine.

For individuals who may not be as inclined to create and oversee a comprehensive financial plan (or delve into the intricacies of asset allocation, rebalancing, tax considerations, and prioritizing financial goals), we’re available to provide support. We also firmly believe that consulting with an advisor can offer valuable assistance during challenging times, whether those challenges arise from market turbulence or personal life events.

What can I expect initially?

Start by booking a free consultation with one of our regulated partners, either via video call or in person. You’ll then proceed to provide us with some essential information, such as your financial needs and objectives, including specific timelines for each goal. Our advisors will take the time to understand your unique situation, address any inquiries you may have, and ensure that we have all the necessary information to craft a tailored financial plan.

Once your personalized plan is developed, you will have another meeting with the advisor to review it. During this session, you can assess whether the plan and the services align with your needs, all without any obligation.

How do I get started?

You can get started by booking your free consultation right now. You should be prepared to discuss your investment objectives, such as saving for retirement, funding education, reducing debt, purchasing a home, or achieving other financial goals. Additionally, we will need to know the timeline associated with each of these objectives. It’s essential to provide an estimate of your income, planned expenditures, and details regarding any income or assets outside of The Lifestyle Planning Consultancy.

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The Lifestyle Planning Consultancy does not provide financial advice but acts as an introducer to select, licensed partners. The content on this website is for informational purposes only, and should not be construed as investment advice or an offer or solicitation in respect to any products or services offered.

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