Lifestyle Wealth Partners

Looking for support in making life’s decisions? With Lifestyle Wealth Partners you can relax, knowing we’ve got your back. Because we work on your behalf, liaising with your other professional advisors to tailor a unique financial plan for you that: Is based on a thorough understanding of your current situation; Will maximise your potential outcomes while minimising your risks; and Achieve the financial and lifestyle outcomes you desire. At Lifestyle Wealth Partners we understand that a “one-size-fits-all” approach will never provide the best outcome for you, your family or your wealth. Instead our integrated approach to financial planning allows us to: Save you time, because we co-ordinate all your independent advice and liaise with all your professionals on your behalf. Break down any financial complexity into simple decisions. Ensure all of your advisor’s recommendations co-ordinate and work cohesively together to achieve the lifestyle you imagine. Because at Lifestyle Wealth Partners our name reflects both our ethos and our service delivery to you. Providing you with both a financial and a social dividend At Lifestyle Wealth Partners our clients come to us for our proven track record of financial advice, but they stay because of the value we add to so many aspects of their life. In addition to the peace of mind that comes from knowing you are on the right track to achieving you goals, you also save money and time by organising all aspects of your financial life in the one spot under the management of a trusted advisor who understands every aspect of your financial needs. Providing you with both a financial and a social dividend But did you also realise that financial planning also provides families with an opportunity to come together and have meaningful conversations about their hopes, dreams, legacy wishes, and more? And as well as ensuring everyone in the family is informed and in agreement, these discussions can also help to create family intimacy, and build relationship capital for your family, both now and in the future. We work WITH YOU to make your money works FOR YOU We pride ourselves on our ability to bring simplicity to financial complexity for our many clients. Whatever your stage of life we can help achieve the lifestyle you want, because at Lifestyle Wealth Partners we are a team of independently owned financial planners who work closely with you to help you achieve your lifestyle goals. We will provide you with the personal service and attention to detail your portfolio requires, yet as part of a larger group of wealth advisors we can also offer you the strength and resources of a much bigger firm. Our dedicated local team is nimble enough to react quickly and efficiently to constantly changing market conditions, consistently and quickly delivering high quality, personal service. But we can also give you the confidence of knowing we are a completely independently owned financial firm who is backed by a large financial organisation, Fortnum Private Wealth. We work WITH YOU to make your money works FOR YOU As a Fortnum Wealth Advisor we are part of a powerful team with access to: ● High quality investment and economic research ● Retirement planning strategies ● Superannuation and aged pension strategies ● Risk insurance ● Financial strategists ● Software tools ● A comprehensive approved product list, free of commercial influence Our annual fee for service model allows us to provide you with the best advice based on your financial situation, without any compromise. Confidence in Your future At Lifestyle Wealth Partners, we can give you confidence in your future and comfort knowing things are going according to plan. Confidence that we will seek to avoid risk, while also seeking healthy returns. Confidence that we will structure your investment to prevent/mitigate potential problems, rather than reacting to market fluctuations. Confidence that your money is in safe hands and we provide the peace of mind you crave. In Lifestyle Wealth Partners you have a partner who cares deeply for you, your family and your lifestyle because we clearly understand that our success is completely founded in helping you achieve your success.

Address: Suite 6/11 Oaks Avenue, Dee Why, Northern Beaches, NSW 2099, Australia

Phone: +61 2 9984 7774
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