Feeling shackled by your current licensee?
We'll help you break free and
become a next generation Adviser.
Tax, Super & Wealth
One Stop:
You!!
Watch our intro video
WE GET IT
We understand the frustrations of Advisers today.
We understand just how tedious the financial sector has become over the last 10 years.
Great advisers now bogged down working ‘in’ the business, not ‘on’ it.
The quest for productivity, quality and speed has spawned a remarkable number of management tools and techniques. Despite the operational improvements being dramatic, many businesses have been sucked into the vortex of efficiency but are unable to grow.
WHY JOIN OUR NETWORK
We provide integrated solutions for “time poor” advisers, self-licensed financial planning practices and corporate “no advice” wholesale investment vehicles struggling to understand the regulations and still meet the demands of their clients' financial needs.
Experience at your Fingertips
When you join LAM you have immediate access to years of experience in Tax, Investment management, business
coaching and marketing. These are ‘tap on - tap off ‘services but they are at your fingertips and can transform how you are doing business right now.
Industry Leading MDA Service
The MDA service introduces your client to managed accounts and all the tax benefits. It allows you to work with the highly experienced investment team making
this a point of difference between you and other
advisers. And what a bonus - No Records of Advice!
Confidence in Advice
You’ll never be concerned that you can’t provide your client with a complex tax solution, no matter how detailed or how big.
No Nasty Fee Surprises
You’ll only pay an agreed flat fee, which provides you with training, professional days, a college of knowledge
and the chance of joining some helpful and fun associations.
This not only broadens your business model, it creates a compelling value proposition that will sustain your business for years to come.
Business
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Culture
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Lifestyle
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"When we find Advisors of substance,
we treat them as Financial Wizards"
OUR SERVICES
Lifestyle offers its Authorised Representatives a suite of valuable services, such as:
Business coaching, strategic planning & development
Commission handling &
revenue statements
Risk management & advice
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Tailored marketing solutions
Independent Investment committee, access to advice &
dialogue with the experts
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Tax solutions
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Paraplanning &
assistance with advice
Training & professional development - Online CPD, regular webinars, 4 x professional days
Dynamic Approved Product List (APL)
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Managed accounts &
MDA services
We also offer governance & compliance for
self-licensed Advisers.
By joining Lifestyle, you will gain access to our company network, adding further experience and services to your offering.
OUR TEAM
David Bainbridge
Company Secretary &
Head of Governance
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Scott Heathwood
Head of
Strategic Planning
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Jeremy Goodsir-Cullen
Head of
Corporate Services
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Louise Fitzpatrick
Business
Manager
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Toby Lewis
Chairman of the
Investment Committee
Luke Borthwick
Group General Manager
YOU'RE IN GOOD COMPANY
By joining Lifestyle, you will enter into our Australia-wide network of top tier Financial Advice firms.
You will also unlock access to our recommended and affiliated companies.
Michael, Financial Adviser
Lifestyle provide me with the freedom to work independently, but I know they are only a phone call away when I need help putting together my advice. A great place to belong to!
Dane, Financial Planner
The transition to Lifestyle was done with ease. Since joining Lifestyle I feel like I can get on with my business and, if I need help, the team is only a call away.
QUALITY
Our professional memberships are another reason why Lifestyle is known as a quality, independent licensee.
CONTACT
Inquiries
For any inquiries, questions or commendations, please call: 1300 226 271 or fill out the following form
Head Office
Level 35, One International Towers
100 Barangaroo Ave | Sydney NSW 2000
Tel: 1300 226 271
Contact Us
