Our Story

The biggest thing that fuels what we do,
is why we do it.

Why We Do What We Do

The consequences of not planning smart can be devastating. Piecemeal approaches to estate and financial planning often leave critical gaps, leading to family conflicts, financial instability, and the erosion of cherished values. We’ve seen firsthand how quickly things can unravel when legal documents are hastily prepared or financial goals are neglected, causing a loved one’s wishes to be misunderstood and unfulfilled.

Our mission

At Highlife Advisory, we’re on a mission to change that. With over 30 years of experience, our purpose is to make a lasting impact on the lives of our clients and their families through comprehensive, thoughtful planning. We believe that estate and financial planning is more than just drafting legal documents and implementing financial plans – it’s about preserving legacies, upholding values, and ensuring financial security in a cohesive and strategic way for those who matter most.

By putting people first and planning smart, we ensure that every client receives a personalized approach that reflects their unique needs, desires, and financial aspirations. This commitment extends to our team as well, creating a culture of care, respect, and intelligent planning that we’re proud to call our own.

We do what we do because we believe in the power of well-thought-out planning to bring comfort, clarity, and peace to families during some of life’s most challenging moments.

Our Core Values

Working Together Courageously:
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Working Together Courageously

We bring our whole heart into our work, and build collaborations based on a deep sense of trust, commitment and accountability.

Caring Because We’re Family:
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Caring Because We’re Family

We care for the well-being of our people, turning Highlife Advisory into an environment of joy, support and fun.

Being Exceptionally Good
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Being Exceptionally Good

Apart from working effectively, we pride ourselves on being able to hold true to our morals and values in an industry where ethics and excellence are scarce.

The Truth about Estate Planning

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People often underestimate the need for effective estate planning carried out by trusted advisors. Essentially, estate planning is about how you want your estate (finances, property and the like) to be distributed after you’ve passed on.

This is particularly important especially if you are caring for young children, the elderly, or those with disabilities. It ensures that these people you care about will always be well looked after, and that the possessions you intend for them, reaches them in the manner you wish.

One of the biggest misconceptions about estate planning is that it’s only intended for individuals of high net worth. In actual fact, it’s important for everyone who has something or someone they care about - regardless if you’re a young parent, small business owner or in your golden years.

Highlife Family

Inspired to bring about meaningful change to an industry focused on numbers and credentials, our founders put their years of expertise and collective strengths to set up Highlife Advisory.

Amy

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Catherine

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Cheryl

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Fiona

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Marie

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Marie

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JANE DOE

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JANE DOE

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JANE DOE

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JANE DOE

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JANE DOE

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JANE DOE

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Tell us about yourself

Are you married, single, living out your retirement? Tell us! We’re here to cater to your hopes, goals, and dreams.