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
Consistently proactive and extremely professional
Lifestyle Financial Services provides a broad range of Financial Services to Epiroc Australia, including but not limited to consultancy, monitoring and advice on Epiroc’s superannuation plan, advice and review of insurance arrangements. In addition, Lifestyle Financial Services provides invaluable services to Epiroc’s employees including the provision of comprehensive and informative group and individual employee information sessions on a broad range of financial and one on one briefings.
Epiroc Australia has found that Lifestyle Financial Services are consistently proactive and extremely professional in their approach. The advice and information provided is always of extremely good quality, and their proactive approach has allowed us to maximise the value of the services they provide.
We have received consistently positive feedback from employees who have had the benefit of Lifestyle Financial Services ’ broad range of employee services including regular scheduled group information sessions and one on one briefings. It is clear that there is a genuine interest in the outcomes of the service provided to Epiroc and its employees.
Epiroc Australia highly recommends Lifestyle Financial Services as a financial services provider.
It’s liberating, just like retirement is meant to be!
Jacky’s financial planning helped us enter retirement with confidence and enthusiasm.
The transition to retirement is daunting - from a lifetime of getting regular pay cheques to a new era of living off savings.
How do you ensure those savings last?
How do you traverse all the legal complexities and investment options in what, for most of us, is a very foreign landscape?
At the end of the day, what we all want out of retirement is peace of mind and a great lifestyle - without having to get a degree in financial planning!
This is where Jacky comes in!
Thanks to his expertise in planning for the big picture plus all the intricate financial and legal details, we’re now free to get excited about our new retirement lifestyle.
It’s liberating, just like retirement is meant to be!
They are simply the best.
I have been involved in business for 49 years and I can't remember in all that time being so satisfied with a service provider like Lifestyle. The difference between other organisations and Lifestyle is the caring attitude, the motivation to assist clients, honesty, integrity, and the ability of the advisers to simplify complex technical matters, to keep up with current economic trends, markets and changing technology in the industry. I'm privileged to deal with Gareth Hall, the CEO, who will always provide information and find a solution. He also creates confidence by providing expert opinion based on his thorough understanding of markets and industry trends. Jenny Moskvin, who assists Gareth, always ensures issues are followed up promptly and also has an amazing client service approach. They are simply the best.
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.