Why Get Financial Advice?
Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?
The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Self Managed Super
An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Our financial planning process
Discovery Call
Gather Data
Financial Plan
Implementation
Support
Our Financial Planning Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Discovery Call
Gather Data
Financial Plan
Implementation
Support
Insights
What’s driven the fall in the $A? Does it threaten inflation and RBA easing?
Keeping records for property
Interest, dividend and other investment income deductions
More volatile and constrained – the macro investment outlook for 2025
It’s super hump month. Make the most of it
Releasing the value in your home
What our clients say
No matter what role Carey has had at Lifestyle Mortgage Finance & Lifestyle Financial Planning she has always been helpful, friendly and prompt. In April this year she helped us to refinance our home loan to get the best rate and we were able to purchase our caravan. Carey is only ever a phone call or email away and she always responds professionally and promptly. We really appreciate everything she has done for us and continues to do for us. We highly recommend Carey. Thanks heaps again Carey and the team.
Thank you to Carey & the team for helping us through our loan process. The team made the finance process easy and stress free from approvals to final payments. I could not have asked for better service, if I had any questions Carey was always quick to get back to you.
During the past 5 years I have engaged Craig’s services for my commercial finance requirements. Such is Craig’s professionalism and detailed approach to his work; I have referred numerous clients to Craig.
In my position as Director of an Accounting firm, I have access to and deal with numerous financial institutions and a number of commercial and residential finance brokers. Given this exposure, I have a realistic and commercial benchmark from which to measure Craig’s level of knowledge, professionalism, service ethic and morals.
I have no hesitation in recommending Craig’s services or promoting Lifestyle Mortgage Finance. Craig and his staff are at the peak of professionalism, service and ethics given my first-hand experience in this area.
At all times Craig kept us informed through out the transaction. He collected all the information that the Bank needed in the first instance – liaised with Accountants, Solicitors and the Bank and made life very easy for us.
At times there were pressures placed on Craig with some of these transactions, but he did not appear to become flustered, he just fixed it.
I have been dealing with Craig from Lifestyle Mortgage Finance for over 5 years now. My how time flies. Craig was the first person I rang for each of the various Projects I have been involved with.
I always appreciated his frank opinion and honest appraisal. He then thankfully completely looked after the finance minefield, right through the entire process. I trust his opinion and am confident he will find the best deal no matter the complexity.
In a forever increasing time poor environment it is essential you have a financier/advisor you can both trust and be completely confident in. Craig Marriott is the man!
I was under the impression that getting a home loan was a painful and impossible task. But, after recent dealings with Craig Marriott at Lifestyle Mortgage Finance, I found the whole process was extremely simple and easy. A few minutes of conversation with a professional mortgage consultant, Craig Marriott, and the ball was rolling. The service I received from Craig was unbelievable. He came to me, told me the information he needed, and two hours later I had an email to say how much I could borrow. This gave me a price range where I could get into the real estate market and find myself a place to call home. I can't stress enough to anybody to go and see the professional mortgage consultant, Craig Marriott, to help them realise their dream to purchase their first house or dream home. Thank you Craig for all your help.
One of the most important investments a person makes in their lives is buying property. Craig you have been very helpful in giving our clients the best advice on getting the best deal for their Home Loans. It has always been a seamless process when we have referred clients and you have been very quick to respond.