Lifestyle Financial Services (Tas) Pty Ltd. is a boutique financial advisory business operating under the Australian Financial Services License (AFSL No. 329 438) of TG Financial Pty Ltd.
We specialise in the provision of investment and planning advice for retirees, pre-retirees, self-managed superannuation fund trustees and other investors. General share advice, portfolio management, and financial planning services are also provided.
Lifestyle Financial helps you identify and articulate your financial objectives, develop and implement strategies that have the potential to achieve your objectives, and identify specific investments that are consistent with your strategy. Lifestyle Financial provides regular reviews to assess whether the strategy and investments continue to be appropriate and, most importantly, to keep you on track to meeting your financial objectives. This can give you peace of mind and a sense of confidence in your financial affairs so that you can feel some certainty in an uncertain world.
A focus on direct investment strategies to achieve your financial objectives potentially results in tax effectiveness, reduced management fees, more reliable income than from managed funds, consideration of your individual philosophies and preferences and increased investor control. A combination of a transparent retainer based fee approach, optional flat fees for financial planning strategies and reduced brokerage rates distinguishes Lifestyle Financial’s approach from most other financial planning firms and transaction oriented stockbroking firms.
This means that both investments and investment and financial planning services can be tailored to your specific circumstances to an extent often not possible with other financial advisory firms. We also strive to simplify administrative issues and work closely with other professionals such as accountants, lawyers and insurance specialists to save you time and provide a comprehensive service.
Lifestyle Financial Services offers a compelling blend of expertise, experience (the principal Curtis Taylor has 27 years of experience in financial services) and value for money while being a modern financial services firm that observes both the letter and the spirit of the recent government financial reforms. Lifestyle Financial does not receive any commissions or other legacy payments that are still allowed under grandfathering arrangements in current financial services regulatory legislation.
If you are unsure or not totally satisfied with your current financial strategy or advisory arrangements from either a directions (are you on track to achieving your financial objectives) or value for money point of view contact Lifestyle Financial for a second opinion to see whether there are better options available for you. There is no fee for the first meeting.
ABN No. 16 164 129 775
AFSL No. 329 438