How we work
When you engage the professional help of the team at Lifestyle Wealth Partners, you no longer shoulder all the responsibility for your long term financial health on your own.
With SMSF Specialist accreditation, Lifestyle Wealth Partners have the professional services, the experience and the resources to help you access the full potential of an SMSF, allowing you to build your own wealth the way that you want.
We can also provide you with access to a greater variety of direct investment options not normally available through a publicly offered super fund.
So not only do you have greater control over your super and what you invest in, but you also have more investment choices, such as shares, managed funds and direct property.
We will guide you
We will guide you through the complexities of superannuation rules, SMSF investment opportunities, management of risk and cost.
But most importantly, we will ensure that your SMSF suits YOU and your objectives.
If you want to take full control of your superannuation and your future with a SMSF, we can establish the fund for you, prepare your optimal investment strategy, and ensure you meet all of your responsibilities as a trustee.
Let's talk.
We provide you with peace of mind – manage your risk and ensure you don’t miss out on opportunities.