Personal Advice

Helping
you achieve
your lifestyle
(and financial)
goals

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Workplace Super

Helping
companies
become
employers
of choice

Employers
Members

About Us

Lifestyle is one of Australia’s larger privately owned financial planning firms.

We service

  • 500 personal financial planning clients
  • Over 200 Employers super funds, and thousands of their employees
  • Close to $1 billion on behalf of our clients
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Why Us

  • Passionate professionals
  • Highly qualified
  • Work as a team
  • Great advice = great outcomes
  • Our unique structure provides us the time & resources to conduct deep research, producing unique methodologies that are proven to work
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Our Team

Lifestyle’s team members include 11 authorised representatives who are accredited members of professional bodies. We may all have different experience and some have slightly different qualifications, but we all share a passion for what we do; a passion for helping people.

Lifestyle is proud to have a high staff retention rate.

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