Individuals and families can benefit from our tailored financial reviews. You can get everything from an assessment of your mortgage and superannuation circumstances, all the way through to a full review of your entire financial life and wellbeing. You’ll find clarity and comfort around superannuation, investments, pension, mortgage, estate planning and insurance. Whenever you feel uncertain about your situation, we are here to help.
We also provide financial advice and strategy to companies and their staff – talk to us if you want to review your company super plan or implement financial education and mentoring for your employees.
Your financial wellbeing will be looked after by fully qualified Lifestyle advisers with CFP certification. We have a team of over 20 people to provide professional, trustworthy and consistent service to you. Our team is also full of great people you can get along with and many clients become friends
What our clients say
It was a very stressful situation that I was in and now I feel more confident about the future. I'm now in safe hands. Thank you.
Steve & Sara
“David showed us how to get better set up to manage our money,” Sara explained. “He helped make sure we had enough money allocated for entertainment and nice things –
Naras & Carrol
Over the years, David has kept a close eye on the couple’s finances to make sure they don’t become overcommitted. This has allowed Naras and Carrol to reward themselves for
Ian & Jude
Want the financial freedom to live life the way you want? With the help of David Kissane from Lifestyle Financial Services, you can create an effective wealth-building strategy that will
Ron and Isabel Hunter Valley
"We met Sandy in 2015, when we got the bad news regarding my health, and I needed to retire. We called Lifestyle Financial for advice since they were nominated by