We are here to assist you, whatever your goals may be. Financial planning doesn’t need to be complex. You might start by just getting your super organised, or making sure your insurances are in order. Your plans can grow with you over time; some examples may be:

Starting work

Make sure you get the most from your super and that your income is insured.
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Saving for a house

There are investment options that can help you save your deposit more quickly.
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Buying a home

Organise your mortgage and review your insurances.
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Starting a family

You might need to make some changes and start saving for those education expenses.
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Planning for retirement

Maximise your super when you can; consider other investments; make sure you have enough assets to provide income for the rest of your life.
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Enjoying Retirement

You’ve worked hard. Make sure you get all the benefits you are entitled to so your income lasts as long as you do, with no unexpected surprises!
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Get In Touch
  • What our clients say

    David regularly reviews the Geisters’ financial strategy, and updates it to meet the family’s changing needs. Matt also asks David’s advice on business decisions that could affect the Geisters’ financial position.
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  • What our clients say

    When it comes to planning your financial future, David Kissane from Lifestyle Financial Services knows how important it is to start early. He can also help you adapt your financial strategy over time as your family’s needs change.
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  • What our clients say

    Tony Nolan was first referred to David Kissane in 1999. He asked David for advice on investing his surplus income so he could grow his wealth and also save for a house deposit. Tony and Cherene appreciate David’s expertise over the years, and they’re both looking to the future with confidence. They even have big plans in mind for when Tony heads into semi-retirement.
    Tony Nolan,
  • What our clients say

    Like many people approaching retirement, Carol wanted advice on when she could afford to finish working and how much money she’d need to retire comfortably. Carol had previously met Shane Foster from Lifestyle Financial Services through her employer’s super fund and decided to get in touch with Shane to see what her options were.
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  • What our clients say

    Tina Calabria is another one of David Kissane’s very long term clients. Like Chris Hughes, she came to David in her mid 20s and put in place a plan to build long term financial security. Her life has changed so much since then. Read her story and how her plan has adapted to change.
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  • What our clients say

    Chris Hughes walked into David Kissane’s office as a confident young man in his mid 20s. It was 2002, sharemarkets were tanking and investors were panicked. Chris had an advantage. He was provided with strategic advice and he was prepared to take a long term view on his investments. Read Chris’s story and see how his financial plan has evolved as his life has evolved.
    Chris Hughes,
  • What our clients say

    Greg Eves is now enjoying the fruits of retirement…but it did not happen by accident. Greg has diligently worked with David Kissane for many years to get where he is today – a comfortable retirement which involves plenty of travel and golf!
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  • What our clients say

    We have been using the services of Lifestyle now for nearly 20 years and are extremely happy with their support
    Rodney MacNamara, Chief Executive Officer KAO Group