‘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
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Investment Planning & Portfolio Management
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.
Take Control of Your Future with
Trusted Investment Planning in Melbourne
Investing isn’t just about growing your money, it’s about building a life that feels right for you. At Lifestyle Led Wealth, we take the time to get to know you and your day-to-day passions, life goals, and core values. From there, we provide investment financial advice that’s tailored to fit you and your desired lifestyle. Whether you’re just starting out and looking for a rock-solid investment strategy, or need personalised investment portfolio advice, we’re here to help. Get in touch with our investment planning and portfolio management specialist, Justin, today and let’s start building the future you’re dreaming about!
It's Time to Uncomplicate Investment Planning
We get it—investment planning can seem complicated. But it doesn’t have to be.
Lifestyle Led Wealth is focused on keeping things simple and straightforward. Justin, our financial planner for investors, will walk you through everything from diversification and asset allocation to navigating market cycles with ease. He takes the time to break down complex concepts into easy-to-understand steps, ensuring you’re comfortable and confident every step of the way.
With clear investment advice that lets strategy and compound interest do their thing, we’ll help you make smart decisions that really work for your goals.
Investment Plans and Strategies that Work for You
Whether you’re a seasoned investor or just beginning to consider the prospect of investing, we can help. Our experienced investment strategist, Justin, can provide guidance on:
- Portfolio diversification
- Managing your investments
- Strategies for property investment
- CGT and tax
- Investment opportunities
- Investment advice
Our approach is all about building a solid foundation for your financial future, so you can focus on enjoying life while your investments work for you. Get in touch with Justin today!
Speak to an Expert Investment Planner in Melbourne Today
Investment Advice FAQs
What’s investment planning all about?
Investment planning is about setting your financial goals and developing a strategy to reach them through savvy investments. Our financial planning for investments explores different options that align with your risk tolerance and long-term objectives. By diversifying your investments and strategically allocating your assets, we help minimise risks and maximise your returns.
It’s all about making your money work harder so you can enjoy life more, whether that means retiring comfortably, buying your dream home, or just feeling secure about your future.
Why should I diversify my investments?
Diversification is key to managing risk. By spreading your investments across different types of assets, you’re less likely to lose out if one part of the market takes a hit. It’s all about keeping your portfolio steady, even when things get bumpy.
Can my investments support causes I care about?
Your investments should match your values. That’s why we focus on Environmental, Social, and Governance (ESG) factors when building your portfolio. Our investment financial advisor, Justin, will help you invest in a way that feels right to you, without sacrificing your financial goals.
What if the investment market gets shaky?
The market has its ups and downs, and it’s normal to feel a bit uncertain during those times. That’s why we’re here to guide you through the rough patches. We’ll expertly coach you through market cycles to help you stay focused and stick to your plan, so you avoid making quick decisions that might hurt your goals.
Why is asset allocation so important?
Asset allocation means choosing the right mix of investments to meet your goals. It’s a big part of how we help you get the best returns while managing risk. With the right allocation, your investments can grow steadily and securely.
How does compound interest benefit my investment portfolio?
Compound interest is a powerful tool for building wealth over the long term. It allows your investments to grow faster because you earn interest not just on your initial investment, but also on the interest that accumulates over time. It’s like your money is working overtime, so you don’t have to!
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Our Financial Planning Services
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
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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
