Ready to grow your lifestyle?
We can help no matter what stage of life you're at!
You might think that you are ready for anything, but until 'anything' hits you in the face and demands you to respond, how do you know you are ready? Take a step back and ask yourself if you really are ready for anything!
Where I will be
Where I am now!
Book a free consultation call today!
Find out what you need to move you closer to your lifestyle goals!
About us
Shylea Ulrick
Financial Adviser
Lifestyle is important to me and helping you achieve the lifestyle you want is equally as important!
Lifestyle Advisers Pty Ltd
No matter where you are located, if you need advice that will help you find the financial solutions to grow your lifestyle, then we can help!
At Lifestyle Advisers, our focus is centred on helping you achieve your desired lifestyle! For us to effectively assist you to achieve this, we look beyond the numbers and consider your overall position including such factors as job security, family plans, short-term and long-term goals and any other factors that will impact on your desired outcomes. What this means in real terms is: we need to know who you are as a person! We want to know all about you! Equally, we want you to know us as a person as well! Feel free to ask us about who we are, we are happy to welcome you as part of our friendship fold, not keep you at arms length as a ‘customer’!
To review what you should be looking at when searching for a financial planner, please have a look at our article on Seeking Financial Advice and from this, you will find that we are a sound practice that has a lot to offer towards your financial security.
Our Services
Are you ready to retire?
Planning for retirement can start from the first day you commence work! While most of us are not thinking about retirement until it is almost upon us, getting a head start could bring your retirement day earlier or set you up for a better lifestyle during retirement.
Your retirement plan should also include a strategy of how you will retire.
We can provide advice on investment and superannuation strategies that can help you achieve your lifestyle goals for retirement.
Your Super Fund
While super may be compulsory, not all funds are the same and the result you will get at the end may not have been what you thought.
You may also need to consider just how much you are contributing to your super fund. It may be that it's not enough when the time comes to use it!
Being advised on the right fund for you and the outcomes self-contributions could make may put that golden lining on your retirement lifestyle.
Your Estate
Are your assets going to be left to the people that you want them to go to? Are the strategies appropriate for tax effectiveness? Have all debts associated with assets been accounted for?
We can help you plan your estate for the best outcomes for you and your family.
Your Portfolio and Wealth
A sound investment portfolio can set you up for life, but with so many choices, it is not always easy to know where to put your money to ensure the right returns for your lifestyle plan. Having clear goals and a well laid out investment and savings plan will ensure that you can accumulate the wealth that will support the lifestyle you desire.
Preparation for the Unexpected!
The death of a loved one can be stressful for a family both emotionally and financially. How will your family cope financially, if you are ill, injured or no longer around?
We can provide advice on options available to you to help provide a safety net for you and your family in the event of sickness, disability or death.
Book a free consultation call today!
Find out what you need to move you closer to your lifestyle goals!
Our process
The initial advice process covers our first appointment all the way through to the implementation of your financial plan.
From the Blog!
FPA media release regarding Melissa Caddick.
[...]A million dollars is a figure that’s often cited as the amount you need to retire. But while $1 million doesn’t go as far as it used to – it only goes slightly above the median house price in Sydney – for many people it still sounds like an impossibly large amount of money to save.
[...]We look at the average super balances for different age groups in Australia so you can see how your super savings compare.
[...]We sponsor...
Guide Dogs Australia
Guide Dogs Australia’s mission is to ‘assist people who are blind or have low vision gain the freedom and independence to move safely and confidently around their communities and to fulfil their potential’. They provide their services to anyone who is in need of them, at no cost to the individual, regardless of whether that person has government funding or not. As such, they rely on the support of the community to fund their programs.
World Animal Protection
World Animal Protection's mission is to Move the world to protect animals and their vision is to create a world where animals live free from suffering.
World Animal Protection:
- ends the needless suffering of animals;
- influences decision makers to put animals on the global agenda;
- helps the world see how important animals are to all of us;
- inspires people to change animals' lives for the better, and
- moves the world to protect animals.
Burrumbuttock Hay Runners
In 2014 Brendan ‘Bumpa’ Farrell heard about a farmer in Bourke (NSW) that was struggling in the drought. He contacted the farmer and offered to bring him a truck load of hay to help him out. From that the Burrumbuttock Hay Runners was born. Since that date in 2014 they have completed 11 successful hay runs to help drought affected farmers all over NSW & QLD.
Sunrise Cambodia
Sunrise Cambodia is a sustainable community development organisation with a focus on Cambodia’s most vulnerable children and the communities in which they live.
Rural Aid
Rural Aid was founded in 2015 to provide a holistic support program to rural Australia. The starting point for the charity was the success of the Buy a Bale campaign, which Australians have generously donated to allowing the distribution of fodder, hampers and more. In 2018 Rural Aid embarked on the development of a specialised counselling program, 100% fully funded to support rural communities.
Pancare Foundation
Pancare Foundation is Australia’s not-for-profit pancreatic cancer organisation. Our purpose is to increase survival and provide support to people affected by pancreatic cancer and other upper gastrointestinal cancers.
Team Rubicon
Team Rubicon Australia unites the skills and experiences of Australian Defence Force veterans with first responders to rapidly deploy emergency response teams around the globe.