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Welcome to Lifestyle Asset Management

Our team is comprised of professionals and experts across a range of sectors – from accountants and real estate agents to mortgage brokers and financial planners.

Our people are the best in the business, providing credibility to the whole Lifestyle Asset Management network. We believe in creating opportunities to pass on knowledge, collaborating across our different areas of expertise. There is a lot to be learnt from our experienced team, and we are committed to helping you in your journey.

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Lifestyle Tax and Accounting provides tax preparation and support services to advisors. Read more...

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Integrity

Trust is important when it comes to giving advice. We are committed to acting with integrity, being fair, and acting in the best interest of our clients.

Unaligned

We are unaligned and independent of Institutional influence; we are a privately owned businesses that is independent of the influences and restrictions of the major players although we have relationships with most of them. We are committed to best of breed and review our product list regularly to recognise new players and new ideas that will add value to clients and advisers alike.

Authentic

Though money is a serious matter, we also believe in being authentic and having a bit of fun. We are honest, genuine and down-to-earth people who don’t operate on a higher level than our customers – it’s about meeting them where they’re at.

What We Offer

Compliance Services

In an increasingly rigorous regulatory environment, we work closely with you to help ensure that your compliance obligations are met. Our approach is to interpret and communicate compliance requirements in an easy to understand and practical manner, enabling you to conduct business with confidence.

Technical Services and Support

You will have direct access to a team of technical specialists and regular publications to keep you and your clients up-to-date with the latest opportunities and changes.  Our team of experts are on hand to assist you with the answers you need to provide high quality, informed advice.

Marketing Resources

Our marketing and communication tools are designed to promote your business, your expertise and your brand, helping you attract new prospects and provide a high level of ongoing service to your existing clients.

Software Solutions and Advice

Access is available at preferred rates to a range of financial planning software, tools and dedicated support to help drive efficient operations in your office.