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Feeling shackled by your current licensee?

We'll help you break free and

become a next generation Adviser.

Tax, Super & Wealth

One Stop:

You!!

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Download our Advisor information pack

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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.

"When we find Advisors of substance,

we treat them as Financial Wizards"

 

OUR SERVICES

Lifestyle offers it's Authorised Representatives a suite of valuable services, such as:

Business coaching, strategic planning & development

Commission handling &

revenue statements

Risk management & advice

Tailored marketing solutions

Independent Investment committee, access to advice &
dialogue with the experts

Tax solutions

Paraplanning &

assistance with advice

Training & professional development - Online CPD, regular webinars, 4 x professional days

Dynamic Approved Product List (APL)

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.

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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

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Kristee Jenkins

Business Development

Manager

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Stefanie Seco

Head of

Lifestyle Tax & Accounting

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YOU'RE IN GOOD COMPANY

By joining Lifestyle, you will enter into our Australia-wise network of top tier Financial Advice firms.

You will also unlock access to our recommended and affiliated companies.

 
 
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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.

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CONTACT

Inquiries

For any inquiries, questions or commendations, please call: 1300 226 271 or fill out the following form

Head Office

84 Nicholson Street

Woolloomooloo NSW 2011

 

erm@lifestyleam.com.au

Tel: 1300 226 271

Contact Us

© 2021 BY LIFESTYLE ASSET MANAGEMENT PTY LTD.

Australian Financial Services License No 288421.

ABN 58 113 067 968

84 Nicholson Street NSW 2011

1300 226 271

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