Financial Planning For Your Life, Your Way
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.
Our financial planners 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 financial advisers with CFP certification. Based in Sydney, 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.
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
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
Garry & Denise Murphy
Garry's wife Denise had finished working a few years before, and Gary wanted to join her in retirement as soon as possible – but he wasn’t sure if his super
Allan & Deb Watkins
Allan and Deb Watkins from Newcastle have been clients of Shane Foster’s since 2012. At that time Allan, a management accountant, had just turned 55 and was looking for some