Employee Superannuation Advice
Super can be complex.
While you might be an expert in your field at work, we are experts with super. Let us assist you to maximise the benefits of your company super fund.
Did you know you can access your superannuation balance before you retire? Depending on your circumstances you can ….
Lower income earners can make after tax contributions to super and receive an additional contribution from the government.
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
Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) and Wise Planners Pty Ltd (ABN 16 602 236 457) are Corporate Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357 306