‘I’ve been working with Justin for 18 months now. He is very accommodating of different knowledge levels, and he made my partner and me feel very comfortable. His overall approach has been a really positive one for us because we are planning to enjoy our lives, as opposed to stockpiling money. His ability to relate to us and our needs has been really helpful. It’s been an easy and enjoyable experience.’ John
Mon – Fri: 9am – 5pm
Menu
Mon – Fri: 9AM – 5PM
Property Planning
This information is of a general nature only, and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd.
Build Your Future with Smart Property Financial Planning
Securing your financial future begins with thoughtful property planning. At Lifestyle Led Wealth, we’re here to craft a property financial planning strategy that truly reflects your life goals and unique financial situation. Whether you’re dreaming of your first home, exploring an investment property plan, or planning for a comfortable retirement, we’ll ensure your property plans fit seamlessly into your overall financial picture. Ready to start your property planning journey? Get in touch with Justin, our financial advisor for property investment, today!
Expert Advice on Factoring Property Into Your Financial Plan
Property planning doesn’t have to be complicated—at Lifestyle Led Wealth, we make it simple and tailored to you.
Our property financial advisor, Justin, will help you understand how a property purchase fits into your life. Property can be a powerful wealth builder, but it can also become a burden if not planned correctly. We ensure your investment aligns with your lifestyle, so you can manage repayments comfortably while still enjoying the things that matter to you most.
Whether it’s holding onto your property or knowing the right time to sell that aligns to your goals and objectives, we’ll guide you every step of the way to ensure your property strategy supports your financial goals.
Plan for the Long Term with Real Estate Wealth Planning
We’ll help you make informed decisions to achieve your goals, whether it’s financial planning for buying a house or developing a real estate investment plan that builds your wealth over time. Here’s how we can assist:
- Identifying the right time to buy, sell, or hold property
- Creating a tailored real estate investment strategy
- Integrating property investments into your overall financial plan
- Ensuring your property decisions support your long-term wealth plan
At Lifestyle Led Wealth, we’re here to simplify property planning. From buying your first home to growing your real estate portfolio, our property planner will be with you every step of the way. Let’s chat about your property goals today!
Speak to Our Property Financial Planner
in Melbourne Today
Property Planning FAQs
What is property planning?
Property planning is about understanding how property fits into your overall financial strategy. It involves evaluating how a property purchase will impact your lifestyle, ensuring you can manage the financial commitments while still achieving your life goals.
How does property financial planning work?
Property financial planning starts with a clear look at your finances. We assess how much you can comfortably afford in repayments, considering your income, expenses, and lifestyle. Then, we plan for future needs like school fees, holidays, or retirement, making sure your property decisions fit your priorities. From there, we’ll create a strategy for managing your property that supports your long-term goals and keeps your finances on track.
Why is property planning important?
Property planning is essential because it helps you anticipate how purchasing, holding, or selling property will affect your financial future. Without proper financial advice and planning, property can become more of a financial burden than an asset. Working with a financial advisor specialising in property ensures your decisions connect with your overall financial approach, helping you avoid costly mistakes.
Can property planning help with real estate investments?
Absolutely! Property investment and financial planning are key focuses of Lifestyle Led Wealth. Our property investment financial advisor, Justin, will work with you to develop a real estate investment plan that gets you where you want to go in life.
Why should you choose Lifestyle Led Wealth as your property planner?
At Lifestyle Led Wealth, we focus on financial planning for real estate investors that’s all about you—your dreams, your goals, and your life. Whether you’re looking for property planning in Melbourne or need comprehensive property financial planning, our real estate financial planner is here to help you every step of the way.
Testimonials
How Much Do You Need to Live Your Dream Lifestyle? Let Us Help You Find Out
Justin is an authorised representative of Infocus Securities Australia and a member of the Association of Financial Advisers.
All information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Infocus Securities Australia Pty Ltd.
justin@lifestyleledwealth.com.au
Level 4, 80 Market St South Melbourne 3205
Monday – Friday 9am – 5pm
Newsletter
Lifestyle Led Wealth Pty Ltd ABN 12 645 643 189 is a Corporate Authorised Representative (No. 001284512) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523 Head Office: Level 2, Cnr Maroochydore Road & Evans Street, Maroochydore | QLD 4558 Phone: 07 5406 5000
