Welcome! How can we help you?
For most of our clients the answer is “save me time and keep it simple”. No call centres, no waiting in a queue, just proactive, personal service.
It’s your money, you work hard for it and you want it to work hard for you. We partner with our clients to keep you on track, to stand by you, to challenge your way of thinking and to be a sounding board and support you through good and difficult times. We want you to ‘live your life your way’.
What we do
Personal Financial Advice
We partner with our clients to identify what is important to them and the best ways to achieve desired outcomes now and in the future.
Mortgage Advice
It’s often our biggest financial commitment, so it makes sense to get advice, to get the best outcome.
Employer Services
What benefits are really important to your business and it’s employees? We have 30 years of experience in tailoring financial solutions that will help you focus on your core business.
Employee Services
Make sure you’re getting the most out of your workplace benefits package. We’re here to help!
What our clients say
Consistently proactive and extremely professional
Lifestyle Financial Services provides a broad range of Financial Services to Epiroc Australia, including but not limited to consultancy, monitoring and advice on Epiroc’s superannuation...
Epiroc
It’s liberating, just like retirement is meant to be!
Jacky’s financial planning helped us enter retirement with confidence and enthusiasm. The transition to retirement is daunting - from a lifetime of getting regular pay...
Stephen Black
They are simply the best.
I have been involved in business for 49 years and I can't remember in all that time being so satisfied with a service provider like...
Roger Sleeman
Communicated quickly and fully
Harry made my refinance an easy, straight forward process, and communicated quickly and fully all of the updates as things progressed! Would recommend!
Felicity
Attentive and helpful
Harry was attentive and helpful throughout the entire process, which helped take a lot of the stress out of the experience! Would highly recommend.
Wilson
Extremely happy
As a first home buyer, I was extremely happy with the Service and product that I was provided. I dealt with Harry who was very...
Joseph
Good experience
Was a good experience dealing with these guys in setting up my home loan.
Steven
Professional, friendly and pleasant
Harry Tuong helped us with a loan for our first property, a holiday home a few hours from Sydney. Harry made time to understand our...
Jeroen
Above and beyond
Could not have asked for a better experience. Harry from lifestyle financial services always went above and beyond to make sure everything went smoothly with...
Elina
Hands down the best broker by far
We recently refinanced with Lifestyle and are so happy with the services we received from Harry. Harry is hands down the best broker by far...
Lil
Highly recommend
As a first time buyer there was a lot I didn't know about finance, loans or buying a property in general. Harry was great to...
Kaylie
Fantastic to deal with
Harry was fantastic to deal with. I wish that all the services I needed for buying my first home were as prompt and responsive as...
Matt
Super Helpful
Harry was super helpful and so easy to work with in securing a loan for our first home. He answered all our questions patiently, was...
Fran
Assist employees in difficult circumstances
“Since 2007 Lifestyle Financial Services have been providing assistance to both Weir and our employees in relation to understanding superannuation, what is the best fund...
Weir Group’s Testimonial
Today we are living very comfortably
“We met Sandy in 2015, when we got the bad news regarding my health, and I needed to retire. We called Lifestyle Financial for advice...
Ron and Isabel Hunter Valley
Now in safe hands
It was a very stressful situation that I was in and now I feel more confident about the future. I'm now in safe hands. Thank...
Sue