About Us

At Lifestyle Financial Planning Services, our aim is to help the people of regional Victoria – in particular, the north central districts – to make their desired wealth and lifestyles a reality.


As one of the largest and most experienced financial advisory firms in regional Victoria, we help retirees, people planning for retirement and business owners achieve financial security and live the lifestyles they want and deserve.


That’s why we take a ‘lifestyle’ approach to our discussions with our clients. Sure, we talk about money, but our greatest focus is how you want to live your life and the things you’d love to achieve.


Once we know this, we can advise you on how best to manage your money to ensure you can achieve your lifestyle goals…and protect all that you’ve worked hard for along the way.


And of course, we know that every single person is different. So, unlike many other advisory firms, we don’t take a ‘one size fits all’ approach to financial planning. We take the time to understand you, your circumstances, your obligations and aspirations, so that we can tailor our financial advice and services to suit your individual needs.


That way, you can enjoy the confidence and peace of mind that your money is well protected and invested wisely, with your interests at heart.

You can view our Financial Services Guide here