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 advisers 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.
  • Co-ordinate our advice with all your investment and strategic opportunities to help you achieve the lifestyle you imagine
Our Approach

We Work With You To Make
Your Money Work 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 group 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 require, however we are a part of larger group of advisers, Fortnum Private Wealth. We can also offer you the strength and resources of a much larger team.

Our dedicated local group 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.

Fortnum Wealth Advisers
Are Part Of A
Powerful Team

  • 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

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.

Let's talk.

We provide you with peace of mind – manage your risk and ensure you don’t miss out on opportunities.

Get in touch