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The need for good financial advice – How LFA can help you

At some stage in your life you’ll need to decide whether you’re going to accumulate invest and manage your money yourself, or seek professional advice and assistance form a qualified financial adviser. With the growing complexity in legislation and investment markets, it’s becoming increasingly difficult to make the right financial choices without professional advice. LFA financial advisers have the necessary expertise to recommend financial solutions suited to your personal goals.

As planning for your future is not a one-off task, LFA can assist in all stages of your investment program. From reviewing the performance of your portfolio and analysing its effectiveness to assisting your with asset allocation and advising you on state panning, LFA will work with you to ensure your financial needs and objectives are met.

LFA seek to develop relationships with their clients based on mutual trust and respect. They also aim to ensure you feel comfortable with the advice given, its implementation and how their advice helps you achieve your financial goals.

LFA provides a range of services to assist you in maximising your financial opportunities.

Professional advice is available to individuals and businesses in these areas:

• tax effective investment planning;
• savings and wealth creation strategies;
• cash, fixed interest, property and share investments;
• life insurance and financial protection assessment;
• investment strategies;
• master trust services;
• portfolio administration services;
• wrap accounts;
• superannuation and rollover investments;
• financial planning following redundancy
• retirement planning; and
• estate planning, including access to trusts.

Ph: (02) 6495 2224   |   Email: admin@lifestylefinancialadvisers.com.au