‘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
SPEAK TO A FINANCIAL PLANNER
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Financial Planner St Kilda
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.
Your Financial Planner in St Kilda
At the heart of everything we do is a focus on lifestyle. Life is not a rehearsal, and we want you to spend yours wisely! We talk to you at length about your day-to-day passions and your hopes and dreams for the future. Once we understand your goals, we curate a financial plan to give you the freedom and confidence to live the life you deserve. Contact our financial planner, Justin in St Kilda today and discover how Lifestyle Led Wealth can help you.
St Kilda's Leading Financial Planner
Financial planning isn’t just for the wealthy; it’s about helping you manage your money in a way that sets you up for the future you want without compromising on the now. Lifestyle Led Wealth’s St Kilda financial planner, Justin Hooper, prides himself on offering honest, transparent, easy-to-understand financial planning services to help you make your dreams a reality.
Whether you’re looking to plan for retirement, learn better ways to invest, protect your assets, manage cash flow and safeguard you and your family’s future, we have an array of tailored financial planning services in St Kilda to help you achieve it. Contact Justin today!
Contact a Financial Planner in St Kilda Today!
Why Choose Lifestyle Led Wealth for Your Financial Planning in St Kilda?
When it comes to financial planning, it’s about more than just your retirement—it’s about building the life you want starting now. At Lifestyle Led Wealth, we offer financial planning services for:
- Superannuation
- Education
- Small businesses
- Lifestyle
- Tax
- Cash flow
- Trusts
- Investments
- Property & Estates
- Asset protection
- Debt management
- and more!
Testimonials
Our Financial Planning Services
Financial Planning FAQs
Do I need a financial planner?
Ultimately when it comes to finances you don’t know what you don’t know. At Lifestyle Led Wealth we believe everyone needs guiding principles around their money, and a financial planner can help make sure you’re aligning your money to your ideal lifestyle. Because of this financial planning and the type of engagement can look different from person to person.
How much does it cost to see a financial planner?
Our first meeting is at no cost to you. If we believe we can help you, we will invite you back to show you the value that we can provide you before you commit. The cost of our services will varying depending on your needs and the complexity of your situation, but we pride ourselves on delivering premium financial planning services at a fair price. Call Justin today to discuss your needs and find out how you can get your financial planning journey started.
Can you help with investment strategies?
Yes. At Lifestyle Led Wealth we are highly experienced at helping our clients invest their money in a way that aligns with their lifestyle and values.
We work with you to establish what your dream retirement looks like and how much money you’ll need to enjoy it. Then we create a financial roadmap to make that dream a reality.
When should I start planning for retirement?
As early as possible. The biggest hurdle we see clients face is the lack of time. It is much easier to achieve an end goal over 30 years and progressively making small changes compared to making wholesale changes that completely restrict your life – you may not actually be able to make these. A rule of thumb is 10 years from retirement at a minimum.
In a recent survey by CHOICE , 61 per cent of Aussies envisaged financial stress in their retirement. Don’t become one of these statistics! To find out if there is a more effective superannuation solution for your particular lifestyle, give us a call today.
What can financial planning help with?
Financial planning can help you by aligning your money with how you want to spend your life. This includes spending plans, spending plan systems (cashflow management systems), investments, superannuation, tax structures, personal insurances, etc.
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
