IN PARTNERSHIP WITH LIFE STRATEGIES YOU’LL MAKE INFORMED DECISIONS FOR YOUR FINANCIAL FUTURE
We are a financial services group based on Sydney’s Upper North Shore. Our team offers services including insurance and mortgage broking to younger clients starting out in the workforce or buying their first home, through to retirement planning, accounting and tax advice, estate planning and aged care advice. We believe that our role is to add value to you and your family and we start by working with you to understand your needs and goals.
We offer an initial consultation at our expense, to get to know you and to identify how we can partner with you to help you meet your goals.
If you would like to arrange an obligation-free appointment with our advisers or accountant, please click here or call us on 02 9487 8200.
If you require urgent personal advice or documents to be signed at this initial meeting please let us know in advance so we can confirm if a fee will be charged for this service.
|This content is general in nature and has been prepared for information purposes only and does not constitute any specific recommendations. It has not taken into account your objectives, financial situation or needs and you must therefore assess whether it is appropriate, in the light of your own individual objectives, financial situation or needs, to act upon this content. We recommend that you obtain up to date financial, legal and taxation advice before making any financial investment decision.|