Lifestyle & Investment Planning Solutions commenced in September 2004. The licensee has worked in the financial services industry since 1998.

Our aim is to provide quality, unbiased strategic financial advice to our prospective clients. We can achieve this as we are a private family owned company without any links to banks or fund managers. In doing this we believe we can help you to set your lifestyle and financial goals and objectives and determine a strategy that should help you to obtain these goals and objectives.

The process we have utilised is one of a hands on partnership with our clients – the strategies involve regular contact with ongoing monitoring of the progress towards the achievement of the stated goals and objectives. We combine our services with that of corporate lifestyle partners to provide the required lifestyle package.

Lifestyle & Investment Planning Solutions operates under the following AFS licence:

Lifestyle & Investment Planning Solutions Pty Ltd
AFS Licence number 275914.

Registered Address:
224 Long St East
Graceville QLD 4075