Investment decisions made early can have a huge impact on your retirement
You can nominate who receives your super, insurance and retirement benefits upon your death. Nominated payment…
Do you know you can optimise your contributions to get better outcomes for tax and your super balance? When you make….
Bring all your funds together. Make your super easier to manage and get rid of duplicated fees.Be mindful of the…
Do you know what your current fund costs and what it offers? Do you know all the benefits offered in your employer’s fund?
Most Australians are under-insured. If you were to die how would your family cope financially? Could you pay the bills if…
Retirement should be fun and careful planning at this stage is critical. You may also be able to receive a super pension after age 55…
Did you know you can access your superannuation balance before you retire? Depending on your circumstances you can….
Do you know what happens to your super when you leave or what are your options with redundancy payment? You can…
You are able to split 85% of your previous year’s employer and salary sacrifice contribution to your spouse to help…
Lower income earners can make after tax contributions to super and receive an additional contribution from the government.
Easy to use calculators, useful guides, and fact sheets to help you with your super and insurance.
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...
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...
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...
Harry made my refinance an easy, straight forward process, and communicated quickly and fully all of the updates as things progressed! Would recommend!
Harry was attentive and helpful throughout the entire process, which helped take a lot of the stress out of the experience! Would highly recommend.
As a first home buyer, I was extremely happy with the Service and product that I was provided. I dealt with Harry who was very...
Was a good experience dealing with these guys in setting up my home loan.
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...
Could not have asked for a better experience. Harry from lifestyle financial services always went above and beyond to make sure everything went smoothly with...
We recently refinanced with Lifestyle and are so happy with the services we received from Harry. Harry is hands down the best broker by far...
As a first time buyer there was a lot I didn't know about finance, loans or buying a property in general. Harry was great to...
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...
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...
“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...
“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...
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...
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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”).
