Meet Mike Eslick

Lifestyle Financial Planning

My love for financial planning and helping clients achieve their successes

is what drives me and keeps me interested in financial services. Following an

integrated wealth planning approach I am able to understand clients needs

and what is really important to them. Together with my clients we craft a

desired lifestyle and goals based plan which helps clients achieve their

dreams and aspirations.

Individuals and Business

Whether you are an individual looking to take care of your finances or a

business owner looking to mitigate risk or serve your employees with

employee benefits, understanding your needs and crafting appropriate

solutions together is what I do best.

Management of your strategy

Regular feedback , face to face consulting through an agreed service level

agreement is how I manage your expectations ensuring as your planner and

financial coach that we are always on the same page.

Advice and Expertise

This is what you are guaranteed in consultation with over 60 partners locally

and internationally. Having access to some of the best financial planning

skills in the industry allows me and our team to deliver on our promise which

is “Beyond Financial Planning”.

Education

Experience

Solutions