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      • Start work
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Lifestyle Financial Services Lifestyle Financial Services
  • Home
  • About
    • About Lifestyle
    • Our Team
    • Client Testimonials
    • History
  • Services
    • Personal Financial Advice
      • Start work
      • Saving for a house
      • Wealth Creation & Investments
      • Wealth Protection
      • Planning for retirement
      • Enjoying retirement
      • Estate Planning
    • Mortgage Advice
    • Employer Services
      • Superannuation review,
        benchmarking and tender services
      • Group insurance benefits
      • Financial wellbeing at your workplace
    • Employee Services
      • Personal Financial Advice
      • Super Hub
  • News and Resources
    • News
    • Calculators
  • Financial Knowledge Centre
  • 1300 349 188

Starting Work

Financial Protection

The first financial objective is protection against risk, in two ways. The first is to provide financial protection against the risk of the unexpected by accumulating emergency funds. The second is to protect against risk by purchasing an adequate mix of insurance that will cover death, disability, health and property.

Investment Plan

You may not be able to afford additional super contributions as there will be other financial priorities, but at least you can ensure your super is invested for maximum long term growth, and that you have appropriate life and disability insurance in place within your super fund.

Retirement might seem a long way off, but taking an interest in your super fund to help maximise its growth can make a huge difference. An extra 2% annual return over your working life can as much as double your retirement benefits, so it is important to create a retirement plan.

Lifestyle has developed investment methodologies for all stages of life and all risk appetites. We employ low-cost investment and super platforms to help minimise fees, as fees reduce your returns.

Please feel free to contact us if you would like to discuss your options with one of our financial planners.

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At Lifestyle, we believe it is important that you have enough information, that you feel financially educated, secure and empowered to make informed decisions. It’s your money, you have worked hard for it, and you want it to work hard for you. The best time to take control is now!

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Suite 4.01, 9 Help Street, Chatswood, NSW, 2067
1300 349 188
[email protected]

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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”).

Domane Mortgages Pty Ltd ACN 617 179 156 | Australian Credit Licence registered under Australian Finance Group ACL No. 389087 ABN 555 617 179 156
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