Why choose LifeCycle Financial Solutions?
When we ask our clients what they value most, they tell us that it’s the personal service. We put your needs first and pride ourselves on translating financial complexity so that you’re empowered to make great decisions about your financial future.
Our philosophy is “bring simplicity back to advice”. By educating clients on their own financial matters, we believe people become more engaged with their financial advice specialist’s and look for a long term relationship rather a transactional one as you get over the counter with many large banking institutions. We tailor our advice around your personal circumstances.
The business initially opened in 1968, known then as BH Wheeler Pty Ltd. It has recently evolved and now known as LifeCycle Financial Solutions but still with the same committed values as we had in the past. The name represents the fact that we will be there for all of your life stages.
What does this mean for you?
We’ll be around for the long-term and will work to build a successful, trusting, ongoing relationship with you.
- Deposit and payment products
- Life investment or life risk products
- Interests in managed investment schemes, including
- investor directed portfolio services (IDPS)
- Retirement savings accounts
- Investment strategies including gearing and savings plans
- Budget and cash flow planning
- Debt management
- Superannuation advice, including salary sacrifice and consolidation strategies
- Personal insurance strategies
- Centrelink / DVA advice
- Retirement planning advice
- Estate planning advice
- Advice on ownership and structures eg. discretionary and family trusts
- Portfolio review services
- Ongoing advisory services
- Referrals to specialists eg. accountants, solicitors