Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) is a Corporate Authorised Representative of Fortnum Private Wealth Limited, ABN 54 139 889 535, AFSL 357306 (“Fortnum”).
What our clients say
Communicated quickly and fully
Attentive and helpful
Professional, friendly and pleasant
Harry Tuong helped us with a loan for our first property, a holiday home a few hours from Sydney.
Harry made time to understand our situation and requirements and provided various possible options for the loan. He patiently answered the many questions we had, provided all information throughout the application and approval process, and made the whole thing go very smoothly.
Harry was never pushy, always pointed out risks/pros/cons objectively and was professional, friendly and pleasant to deal with throughout the whole process.
Above and beyond
Hands down the best broker by far
Fantastic to deal with
Harry was fantastic to deal with. I wish that all the services I needed for buying my first home were as prompt and responsive as he was during the process. Can't recommend him enough.
Harry was super helpful and so easy to work with in securing a loan for our first home. He answered all our questions patiently, was really responsive and efficient, and we're so happy with how everything worked out.
Assist employees in difficult circumstances
“Since 2007 Lifestyle Financial Services have been providing assistance to both Weir and our employees in relation to understanding superannuation, what is the best fund for our employees, the benefit design, having staff understand their options around investments insurance and contribution levels to ensure they are adequately covered now and preparing for retirement. They also have access to individual financial planning. Lifestyle have been working closely with Weir Minerals to ensure a strong relationship between the Company and its superannuation fund which is provided by Colonial First State.
Today we are living very comfortably
“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 my employer. Not only did Sandy give us all the advice we needed, but she arranged for my salary insurance to be paid each month and looked after our super and life insurance (which we had neglected for many years). Sandy arranged for our life insurance to be paid to us without any issues, and our super into one account. Today we are living very comfortably with growth in our investments, I can review this via the website at any time and Sandy is available for advice or to talk about withdrawing lump sums for that bucket list. Thanks Sandy.”
Now in safe hands
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.