Lifestyle Wealth Partners
About the Business
Welcome to Lifestyle Wealth Partners, a leading financial institution located at 11 Oaks Avenue, Dee Why, Australia. As an establishment specializing in finance, we are dedicated to providing exceptional services to our clients.
Are you ready to retire or starting to plan for it? Do you need assistance in tailoring or creating a Self-Managed Superannuation Fund (SMSF) to meet your specific needs? Whether you are early or late in your retirement planning, starting a family, received an inheritance, or looking to become serious about your wealth management, we are here to help.
At Lifestyle Wealth Partners, our clients choose us for our proven track record of financial advice, but they stay because of the value we add to so many aspects of their lives. We understand that you have worked hard to accumulate your wealth and want to protect it. That's why we offer a highly bespoke and personalized service delivered by our hardworking, local, and dedicated team.
Our 5-step end-to-end approach to retirement planning ensures that you can maintain a comfortable lifestyle now and in the future. With expertise and extensive experience in providing SMSF advice, we can assist you in determining if an SMSF is appropriate for you or help you manage your existing SMSF. We have the knowledge and experience to fully assess your financial situation and advise you on how to maximize the return on your lump sum.
Our managed accounts offer a perfect balance of clarity, transparency, and efficient portfolio management to maximize opportunities and minimize risks. We strive to construct robust portfolios that create great outcomes for our clients. Whether you own and run a small business or have a busy corporate life, we can provide you with peace of mind by creating a comprehensive financial plan for your future.
If you are going through or have gone through divorce, widowhood, or have become single again, Lifestyle Wealth Partners can help secure your financial future. We have a thorough understanding of all the investment options available, not just the real estate market, and can provide comprehensive and up-to-date advice on a multitude of investments.
Estate Planning is another crucial aspect we specialize in. We understand that it is essential to ensure that your loved ones are in the best possible position after your incapacitation or death. Our well-established estate plan integrates both your legal and financial matters, taking into account tax implications, relationship breakdowns, and bankruptcy. The result is peace of mind for you, knowing that the risks are being managed.
At Lifestyle Wealth Partners, we believe that risk is defined in multiple ways, and each client has different tolerance levels. We take a holistic approach, considering your unique circumstances, rather than relying solely on traditional portfolio construction methods. This ensures that we make optimal decisions on your behalf.
With Lifestyle Wealth Partners, you can relax knowing that we have your back. We work diligently, liaising with your other professional advisers to tailor a unique financial plan that aligns with your goals and aspirations. Our name reflects both our ethos and our commitment to delivering exceptional service to you.
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Visit us at Suite 6/11 Oaks Avenue, Dee Why, Northern Beaches NSW 2099 to experience the Lifestyle Wealth Partners difference. We are proud to be Authorised Representatives of Fortnum Private Wealth Ltd (ABN 54 139 889 535, AFSL 357306).
Trust Lifestyle Wealth Partners to guide you towards a secure financial future.
Location & Phone number
11 Oaks Avenue, Dee Why, New South Wales 2099, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I have been dealing with Lifestyle Wealth Partners for the last 4 years after having tried three different advisors. David has by far, been the most honest and committed to looking after our future. His advice has always been independent, proactive, well informed and well monitored to ensure that we are tracking towards achieving our financial goals. David is always happy to take our calls and always ensures we understand our options. We highly recommend David and his team. Thank you David"
"Great Financial Planning firm on the Northern Beaches"
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