At Lifestyle & Investment Planning Solutions we offer four major areas of service:

Personalised Investment Advice
Accounting & Tax Planning
Property & Asset Financing
Asset Protection Strategies

We are totally independent advisers in each of these areas, with no particular allegiance to a financial product distributor or a bank.

This allows us to offer you completely impartial advice on those matters that most directly affect your financial future.

We help you to arrange your finances and investments in a very efficient manner, thereby allowing you to reach your desired lifestyle goals as soon as possible.

In the end it is all about you!

By all means, please call the office for more information or clarification about your own circumstances.

 

Damian Ebzery

Managing Director
B.Bus, M.Bus(ProAcc), AFP® ATI MAICD

Damian and his team specialise in sourcing and structuring a wide range of home and investment finance packages for his clients.  They also offer the accounting, tax planning and asset protection strategies necessary to secure your financial future in an efficient manner.

Australian Financial Services Licence 275914
Australian Credit Licence 275914


At Lifestyle & Investment Planning Solutions we offer four major areas of service:

Personalised Investment Advice
Accounting & Tax Planning
Property & Asset Financing
Asset Protection Strategies

We are totally independent advisers in each of these areas, with no particular allegiance to a financial product distributor or a bank.

This allows us to offer you completely impartial advice on those matters that most directly affect your financial future.

We help you to arrange your finances and investments in a very efficient manner, thereby allowing you to reach your desired lifestyle goals as soon as possible.

In the end it is all about you!

By all means, please call the office for more information or clarification about your own circumstances.

 

Damian Ebzery

Managing Director
B.Bus, M.Bus(ProAcc), AFP® ATI MAICD

Damian and his team specialise in sourcing and structuring a wide range of home and investment finance packages for his clients.  They also offer the accounting, tax planning and asset protection strategies necessary to secure your financial future in an efficient manner.

Australian Financial Services Licence 275914
Australian Credit Licence 275914

 

Making the right decisions about your financial situation has never been more important. Knowing how to navigate the financial advisory marketplace is essential. 



Start with a Financial Planner you can trust
Choose a financial planner who is a member of the FPA. That way, you will be working with a professional who puts your interests first. FPA members are committed to a code of ethics and professional conduct, so you can rest assured that they’ll do the right thing by you.  FPA members can also hold another important designation, represented by the letters AFP®
 



Identify your goals and your risk profile
A financial planner will be able to help you with areas such as budgeting, cash flow management, a savings plan, superannuation, tax planning, home loan repayments, debt management and reduction, insurance, investments and retirement.  Understandably, your financial goals will change over your lifespan. You need a financial plan to suit the stage of life you are in. Here are some of the common needs of each life stage.



Don’t be afraid to ask questions
Many financial planners offer a complimentary introductory meeting. The introductory meeting is your opportunity to make sure that you feel comfortable with the financial planner’s professional credentials, and that you get on well. Financial planning is a relationship business and not just a one-off meeting. Ask plenty of questions, so you know you're getting the right advice.

 

 

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