How we work

You may be feeling vulnerable, frightened, isolated, alone or overwhelmed, especially if your partner was the breadwinner or took care of the household finances.

And even if you were the one who handled your family finances, the shock of bereavement or divorce can temporarily paralyse your decision-making processes as the future you imagined has now changed.

Regardless of your financial situation before your change of circumstances,

Lifestyle Wealth Partners can help to bring confidence and peace of mind to your financial future 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.

Finding a trusted adviser

When emotions are raw and you are feeling overwhelmed, it is important that you find a trusted adviser who focuses on you and your needs and can guide you through the many immediate financial decisions that such a huge change in your circumstances will necessitate.

Lifestyle Wealth Partners can help you at this difficult time with every aspect of your finances, including:

  • dealing with wills and probate
  • estate planning
  • superannuation
  • life insurance
  • applying for benefits
  • changing account names
  • reviewing of any loans or financial obligations

We can also guide you through some of the longer-term financial decisions, ensuring that you do not make any rushed decisions that you may regret in the future.

We understand which financial decisions need to be made immediately, as well as those that can wait until you are in a clearer frame of mind.

Lifestyle Wealth Partners puts your interests first, providing holistic, independently minded financial advice. We take the time to listen with empathy and real understanding, and to build a relationship of trust, so you will not feel financially vulnerable.

If you’d like us to show you how we can confidently secure your financial future, then contact us now. We’d love to have a chat.

Let's talk.

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

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