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UNSHACKLE
YOURSELF
TAX, SUPER & WEALTH
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GROW SUBSTAINABLE REVENUE STREAMS

Why join our network?

We provide integrated solutions for “time poor” advisers struggling to understand the regulations and still meet the demands of their clients financial needs.

Become the guide your clients’ need:
TAX, SUPER & WEALTH.

ONE STOP SHOP: YOU!!!

Our Storybook

 ONCE UPON A TIME…

Chapter One.

The Prodigy

There was a Hero- YOU

People tell you you’re the best. They love your work – I mean you help people every day, your testimonials are great and they are always giving you referrals – yer?

SO WHY DO YOU FEEL LIKE YOU ARE CHAINED TO A BALL?

Chapter Two.

The Battle

Every week you’re worried you have slipped up, missed something; did I get that signature, have I captured their details correctly?

Of course you did – DIDN’T YOU ?

There’s something, and its always in the back of your mind, never really feeling that you’re on top of it, you know ‘COMPLYING’.

Chapter Three.

The Wizard

Helping people should be fun! There is no guilt trip when you are doing the right thing.

YOU… are honest, YOU… care.

Believe it, live it, make a change today!

Chapter Four.

The Journey

Believe in YOURSELF,  because you know money doesn’t grow on trees. Financial advice is the cornerstone of financial success and your clients deserve TO BE FREE OF THE BURDENS they face everyday. 

Chapter Five.

The Pitfalls

If you don’t UNSHACKLE YOURSELF, you will never have the energy to keep doing what you love and your clients will never be financially free.

Chapter Six.

Happy Ever After

If YOU, cast aside that ball and chain YOU, will flourish and build a fantastic business with clients who all flourish and have the financial freedom they so richly deserve.

THAT’S THE HAPPY EVER AFTER…

Our team is comprised of professionals and experts across a range of sectors

MEET THE FAMILY…

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David Bainbridge
Company Secretary & Head of Governance
David has been a member of the Institute of Chartered Accountants for over 40 years….
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Scott Heathwood
Head of Strategic Planning
Scott is the Director of Lifestyle Asset Management Pty Ltd – holds an Australian Financial…
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Peter Wood
National Distribution Manager
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Stefanie Seco
Head of Lifestyle Tax and Accounting
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Jeremy Goodsir-Cullen
Head of Corporate Services
Jeremy Goodsir-Cullen is the Chairman of the Compliance…
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Toby Lewis
Chairman of the Investment Committee
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Louise Fitzpatrick
Business Manager
Louise has spent 20 years in financial services, managing many aspects of the business…
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Peter Dixon
Strategic Property Consultant
RECOGNITION AND SUPPORT

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Lifestyle provide me with the freedom to work independently, but I know they are only a phone call away when I need help putting together my advice, great place to belong to
Michael
Sydney Adviser
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The transition to Lifestyle was done with ease. Since joining Lifestyle I feel like I can get on with my business, and if I need help the team is only a call away
Dane
Financial Planner

Presenting

THE LIFESTYLE COMPANIES NETWORK
STONE WALL CAPITAL
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Stonewall provides you your very own investment committee. It allows you to present your clients with real investment management expertise as part of our solutions focus network.
Wealthy and Wise
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Provides you with branded solution you feel proud to belong to, that will assist you grow and mange your clients ' wealth.
Lifestyle Accounting
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LTA's services provides seamless, efficient and tax technical services that allow the advisor to reflect on and deliver professional advice for the whole of a person's financial needs
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    ABOUT YOU