Do you know how much money you need to achieve the retirement you want?
Whether you want to sail around the world or simply potter in your garden, it’s never too early or too late to start planning for your financial future.
We can help secure your financial future now with some careful planning. Providing peace of mind, so you can relax knowing that your future is secure
Whether you run your own business or have a busy job, your work commitments combined with family responsibilities can make it difficult to keep your financial plan on track.
We can help cut through the confusion and complexity of financial planning, to help you manage your debt, grow your wealth and review your insurance needs. Keeping you and your family on track to financial success.
Whether you have an existing SMSF, or would like to know if one is for you, then Lifestyle Wealth Partners can be your ally in this often complex and confusing area.
If you want more control, flexibility, have estate planning needs or something else, then we can be your partner to assist you in all your important decisions.
So you will have control over your investments, but won’t have to shoulder the responsibility of your financial future on your own.
Maybe you’ve received an inheritance? Won lotto? Sold a house or a business or received a large redundancy payment?
An unexpected windfall is a real stroke of luck, but it also can be a heavy burden if you are not experienced in handling large sums of money.
We will help you to minimise your tax bill, budget wisely and invest carefully, so you retain and grow your newfound wealth. And achieve the long-term financial freedom you desire.
When you have been divorced or widowed, you may need some help to secure your financial future.
Lifestyle Wealth Partners can help to bring you confidence and peace of mind as you move into your new stage of life.
We can take away the stress of an uncertain future and avoid any unnecessary risks or sacrifices to your current lifestyle with careful planning and investment.
We have been clients of the Lifestyle Wealth team for some years now and found them to be extremely professional, well organised and financially competent with a very good understanding of individual investors’ concerns when it comes to retirement saving.
When deciding to set up our own Superannuation Fund seven years ago we were referred by our solicitor to see David Lunn. We were looking to secure our future in our retirement years. Over the years David has steered us in the right direction giving us peace of mind with his professional service by keeping us up to date with our Investments and being there to help with any financial queries.
We’d love to work with you to create the lifestyle you deserve.
Suite 6/11 Oaks Avenue
Dee Why, Northern Beaches
NSW 2099
02 9984 7774
Lifestyle Wealth Partners Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers
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