‘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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Lifestyle 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 the Life You Want with
Financial Lifestyle Planning in Melbourne
Life is about more than just reaching financial goals—it’s about living a life that feels right for you. At Lifestyle Led Wealth, we’re here to help you craft a lifestyle planning strategy that genuinely reflects what matters most to you. Whether you’re focused on financial planning for today or preparing for a fulfilling retirement, we’re here to help you create the life you’ve always envisioned. Get in touch with us today!
Plan Your Dream Life with Lifestyle Financial Planning Services
Creating the life you want starts with knowing what truly matters to you. That’s where financial lifestyle planning comes in. Knowing what matters most to you is the foundation of effective lifestyle planning.
Our lifestyle financial planner, Justin, will help you identify key milestones and transitions—like getting married, starting a family, or changing careers—and build a plan that keeps you moving forward, no matter what life brings.
From planning for the near future to setting the stage for retirement, Justin will be by your side, guiding you through every step of the lifestyle planning process.
Your Trusted Melbourne Lifestyle Planner
Lifestyle financial planning goes beyond just managing your money; it’s about crafting a roadmap for your entire life. Our expert financial lifestyle planner, Justin, will work with you to plan for the future while ensuring you’re living fully in the present, with a focus on financial lifestyle planning that aligns with your goals. Here’s how we can help:
- Setting short-term and long-term financial goals
- Creating a plan for major life events, like buying a home or starting a family
- Ensuring your financial strategy supports your current lifestyle
- Preparing for a secure and fulfilling retirement
Call Justin today to start building the life you deserve!
Speak to Our Lifestyle Financial Planner in Melbourne Today
Lifestyle Planning FAQs
What is lifestyle planning?
Lifestyle planning is about defining what you want to achieve in life and creating a tailored plan to make those goals a reality. It involves mapping out important milestones and transitions and then structuring your finances to support those life goals. At Lifestyle Led Wealth, we work with you to create a plan that helps you navigate life’s big moments with confidence.
How does lifestyle financial planning work?
Lifestyle financial planning is all about merging your personal aspirations with a solid financial strategy. We consider your dreams—whether it’s buying a home, travelling, or planning for retirement—and build a financial plan that supports your lifestyle now and in the future.
Why is lifestyle planning important?
Lifestyle planning is crucial because it prepares you for life’s major events, both the ones you anticipate and the ones you don’t. It provides a clear roadmap for managing your finances through different life stages, making sure you’re financially ready for whatever comes your way.
Can lifestyle planning help with retirement?
Absolutely! Retirement lifestyle planning is one of our core services. We help you create a plan that allows you to enjoy life now while also setting yourself up for a comfortable and fulfilling retirement. We’ll make sure your retirement plan reflects the life you want to live.
Why should I choose Lifestyle Led Wealth for lifestyle planning in Melbourne?
We’re not your average financial planners. At Lifestyle Led Wealth, we focus on financial lifestyle planning that’s all about you—your dreams, your goals, and your life. If you’re looking for lifestyle planning in Melbourne or need comprehensive lifestyle financial planning services, we’re 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
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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
