Why Lifestyle
Your planner has only your best interests in mind. For many of our clients, speaking to someone who can relate to the experience of starting and running a small business is highly valued.
Team approach. Lifestyle has 8 highly qualified Authorised Representatives who can all provide advice. We all work together as a team. You should always be able to get the right answers.
Scale is important. Planners need the time and resources to do intense research on behalf of their clients, to ensure they get great outcomes. Our unique structure provides this and allows us to be thorough, efficient and effective. We currently manage close to $2 billion on behalf of individuals, families, charitable foundations and not-for-profit organisations.
Proven Methodologies. We have tapped into the greatest minds around the world developing our methodologies. We continue to research and refine these over time.
