About Us

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Lifestyle Mortgage Finance & Lifestyle Financial Planning

Lifestyle Financial Planning (previously called Marriott Emery Wealth Services Pty Ltd or MEWS) was created in 2009 when Craig Marriott & Peter Emery decided to go into partnership offering financial planning services. In 2022, long time employee Carey Dern purchased Craig’s share of the business and in 2023 she purchased Peter’s share.

We have chosen to partner with an outstanding provider of financial planning services, AMP Financial Planning. As an Authorised Representative of AMP Financial Planning, Carey has access to an extensive range of approved investment and insurance products.

Carey and her family live and work in Bundaberg, Queensland and have a strong commitment to their home community.

Why Do I Need A Financial Planner?

In the past, many people thought that financial planners were only for the very rich.

These days, couples and families just like you use a financial planner to help them reach their financial goals.

Lifestyle Financial Planning can tailor a financial plan for you, taking into account your short and long-term goals. You don’t need to be a financial whiz to have a strategic financial plan. That is why you come to see Carey!  She will recommend an investment strategy for you to suit your particular stage in life.

What our clients are saying on Google

Just purchased my 2nd home through these guys. Carey is absolutely the best broker you will get. Effective communication on what we needed and wanted and will work hard to get you what you want loan wise. Will be using these guys for all future property purchases.
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Jayden Wright Avatar
Jayden Wright
07/02/25
We had a difficult time organising paperwork after recent finance hacks but Carey went above and beyond to find a way around the situation. I know she put extra hours and out of work hours into helping get our loans refinanced and cheaper than what our bank was offering. Today we can breathe that we can have more financial freedom. So thankyou Carey as u made this happen ❤️
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kristy tominich Avatar
kristy tominich
30/01/24
This is the second time we’ve used Carey dern to secure our home loan and on both occasions she has guided us to the best loan. Thanks for the patience and hard work you put in. Steven & kylie
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Steven Shields Avatar
Steven Shields
30/01/23

We look forward to working with you to achieve your goals.