It’s amazing how people now are focusing more than generations past have done, on their lifestyle. The importance of good financial planning advice, investment advice, wealth building and protection, retirement planning is being recognised and sought after more and more. The greatest recognition though, is that life is a long journey (in fact it’s the longest thing you will ever do!) and your lifestyle was meant to be enjoyed. Good advice and planning is the key.

First of all… what is YOUR lifestyle all about?

Do you go on holidays within Australia or overseas? Do you change your car every few years? Do you dine in and dine out? Do you have kids or grandkids to indulge, or just yourself? Go to the movies or theatre? Like nice clothes and accessories? Have dreams of places to go, things to do and people to see? Whatever is important to you… but let’s agree that your life is a journey that should be enjoyed, OK?

So really, what does your first choice lifestyle look like?

We are all different of course, but the one common element is
having enough money to meet our dreams and ambitions

Whether you are retired and want a consistent and reliable income with protection of your capital or, you are younger and wanting to accumulate money to enjoy your working journey and prepare for eventual retirement. Whether you live on the Sunshine Coast, Sydney, anywhere else in Australia or overseas - we can help you.

Whether it’s financial planning, investment advice, retirement planning or wealth accumulation, the key is to have good investments and a good strategy.

Money making investments come as the result of good information and advice so that you can make wise decisions and feel comfortable sleeping at night, having taken the actions needed.

Understandably, good money making investments can be used to fund your chosen lifestyle so that you can achieve financial freedom, which is a whole lot more than just financial security.

Throughout this site you will see how the cost of good information and advice can be much less than the cost of self education through bad decisions. Successful people leave nothing to chance and they have a plan that is comprehensive, yet simple to meet changes. They have a definite method rather than an ad hoc collection.

Not surprisingly, many of our newer clients are heard to say “I wish I’d met you a lot earlier in life”. In fact, you can also see what a lot of our longer term clients say by clicking on “what our clients say about us”.

But for now, lets see what you can learn here.

We have recognised that those people who get rich slowly… stay rich! This is because they develop a strong financial plan to do so and work at it over time. Those who believe in a windfall either never get it or, if they do, they don’t keep it (statistics show major prize winners or estate beneficiaries lose it within two years unless they have been taught how to earn and keep money prior to their windfall). You too can enjoy riches throughout life.

LIFESTYLE WEALTH MANAGEMANT SYSTEM ©

Our unique LWMS © will help you make good decisions about your money so that you can enjoy your “first choice lifestyle”. And these days, your choice of lifestyle can be decided and achieved by you, rather than imposed on you by your surroundings – quite simply, if you don’t like it – change it for the better!

Here’s how the LWMS © works for you;

Wealth Creation

First, lets agree on what you want to do during your life journey so we can begin the planning. This is vital as then we know the speed with which you need to move. Life is a journey and there are many things you will want to do – having the money to do them will bring joy or, if the money is not there, bring disappointment. Next, we look at your need for a steady income and capital accumulation and those investments that will achieve what you require – property, shares, infrastructure, private investments, special opportunities. Do you use borrowings, superannuation or savings? This is a beginning. Click on investment solutions to see a sample of what you can do.

Wealth Protection

As you can imagine, there are many “burglars” wanting to steal your wealth. These include taxation, market volatility, sickness or accident, death divorce, partner or business failure, children, your own inaction or mistakes, well meaning but ineffective friends or associates with a ‘great investment idea’, the media, con artists in various forms and the like. In the planning phase, we will incorporate a very effective protection strategy for you.

Wealth Management

Naturally, a reliable plan needs to make changes when circumstances change, manage the administration and record keeping plus, the tracking of your progress towards your lifestyle targets, then making necessary modifications. Then you have a good chance of long term success. To achieve this for you, we will give you constant advice with an ongoing Client Service Program as part of your strategy and plan. This provides education, information, advice, research, recommendations and answers all your questions over time to bring your optimum results and peace of mind. This gives you more than satisfaction, it gives you certainty.

Wealth For Fun

Hey look, for all the seriousness of making money, you still have to enjoy life and have fun. We will make sure there is enough “guilt free” spending money for you to have a good time – while still keeping sight of the long term importances. You will really know that you have “got a life” when you use our Lifestyle Wealth Management System ©.

WHAT TO DO NEXT

Go on a trip around this site and see for yourself and compare. We believe our financial and investment services are quite unique in the financial services arena- for example, how many investment advisers do you know that will recommend on shares and property?

You should also be delighted that we don’t have an affiliation with any large financial institutions so we are not going to force those compulsory bank investment products at you!

Then, to show you we are even further disconnected from intuitions, we offer you a fee-for-service arrangements and we will refund to you any normal commissions we would receive from initial entry fees. This indicates we work in your best interests, not just the highest commissions as others may be tempted to do. Our fee structure also refunds commissions if we recommend you change investments – you are already paying us a fee to tell you what you need to do so it is unfair to charge you again. The industry term for receiving commissions from fund managers and clients and the charging them another entry fee to move is called “churning” – something we believe is unethical.

A key component of what we do relates to your education and understanding. Have a look at the education and research page. It too is unique. A key aspect for you is the education papers and client discussions we conduct regularly.

No doubt you will want a comprehensive plan to ensure that life is enjoyable for you. There are many factors that will allow this to happen or not happen, depending how well things work for you. We have located some additional professional advisers to do the things for you that we cannot do, and include them on our Panel Of Advisers and we will introduce you to them, or work with your current advisers as best suits you.

An Unconditional Offer

If you would like to come and have a chat with us you can do so with no initial cost or any further obligation to do anything with us.

During this discussion we will explain how we work and what we do; listen to what is important to you now and for the future; show you what you may be able to achieve including how to have money for lifestyle all the time; tell what we cannot do and perhaps steer you towards someone who can; explain any ongoing or future costs to help you in our discussion and provide you with sufficient resources to take you to your next step of Financial Freedom.

Give us a call on 07 5479 1977 or see the contact us section

We work Australia wide and have a number of clients living overseas.