Lifestyle Financial Services

Lifestyle has permanently closed - December 2024.

“As a young person who wants to start investing, what is the safest, low-risk option that is not super?"

See how our Senior Adviser Jacky Ng tackles this question.

Ask An Adviser - What Is The Safest Investment Option For New Investors? - Adviser Ratings Jacky Ng from Lifestyle Financial Services in Chatswood, NSW responds to this week's question on low-risk investment options for new investors.

With a predominantly female team at Lifestyle, financial equality is very important. I believe the first step is financial literacy, and taking control.

Financial literacy is key to bridging the gender economic gap Women represent over 60% of university graduates and half the workplace yet, despite being more educated and experienced than ever before, they are still paid 13. 8% less than men and will retire w

Our CEO and one of our Senior Financial Advisers, Gareth Hall, has written article on why there is a need for Financial Advisers and Industry Super Funds to work together to give members access to quality retirement advice.

Definitely worth a read.

Why expanding the scope of intra-fund advice is not the solution Now’s the time for industry super funds and financial advisers to work together to give members access to high quality retirement advice. Calls to expand the scope of intra-fund advice to include r

Our CEO and one of our Senior Financial Advisers, Gareth Hall, has written and interesting article regarding Workplace Financial Advice and how important it can be for many Australian's financial wellbeing.
Access to advice early in life can have a huge impact in the later years.

The missing piece in the advice accessibility puzzle Treasury’s bumper 50-page Quality of Advice Review Issues Paper covers everything from digital advice to the accountants’ exemption but misses the one thing that has the biggest potential to impro

Lifestyle is passionate about delivering an exceptional client experience, while fostering a great team culture.

We are currently looking to expand our team and are searching for an experienced Financial Adviser; someone who loves helping people to achieve their lifestyle goals.

You will have the opportunity to build a book of clients from both our existing client base and from numerous referrals.

If you are looking for a new challenge, or to take your career to the next phase within the AZNGA group, please send your resume to [email protected] or call 1300 349 188 to start the chat.

2021 was a challenging year but together we got through it. 2022 is just around the corner and brings with it some exciting opportunities for Lifestyle which we are looking forward to sharing with you shortly.

From all at Lifestyle, wishing you and your families a happy and safe festive season.

Click on the below to view our end of year webinar.

Farewell 2021, hello 2022 2021 was a challenging year but together we got through it. 2022 is just around the corner and brings with it some exciting opportunities for Lifestyle whic...

This Tuesday evening, 11th of May 2021, the Australian Federal Budget will be announced. This will be a significant budget for all Australians, as we aim for recovery from the economic influences of the pandemic and determine the next steps in the Government’s strategies for stimulus and reform.

Join Lifestyle’s Federal Budget webinar, which will cover superannuation changes and any major tax developments affecting Small and Medium Enterprise’s (SME’s) and individuals resulting from the Federal Budget. Hear from our expert speakers Tatum West and Kimberley Dale from People + Partners as they explore the relevant issues and analyze the key implications this budget will have in the areas of superannuation and tax.

https://register.gotowebinar.com/register/1786042704988251404

[Webinar] Federal Budget 2021

https://mailchi.mp/yourlifestyle/lifestyle-matters-october-2774832?e=[UNIQID]

To Fix or not to Fix Interest rates for fixed-rate home loans (where you lock in an interest rate for a period of time) have been trending lower recently, however it seems unlikely that interest rates will keep falling or that fixed rates will go even lower. The RBA cash rate is now at a historic low of 0.10% p.a. Any f...

Our Lifestyle Team is growing.

We are happy to announce that we have 2 people joining our team this month.

Elise Keays has been assisting us on a contract basis for the last few months, in a Customer Service Manager (CSM) role within our dedicated Private Client Team. She has been a great asset and we are really pleased Elise accepted our offer of a full-time position. She has quickly become a valuable member of our wonderful team. We are excited she decided to join us permanently.

Kristoffer Gallego (Kris) will be joining our talented Workplace Benefits Team as a CSM in a few weeks. His long-term plan is to become a Financial Adviser and he plans to undertake his Professional Year with us down the track. He will be a wonderful asset to our busy team, who are kicking some serious goals with their clients.