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Lifestyle Advisers Pty Ltd

Lifestyle Advisers

Lifestyle Advisers has always prided itself on being more than just a financial advisory service. From early days, we had a vision of providing holistic lifestyle advice rather than just dealing with the finances. Shylea has set the example by following her lifestyle dream and enjoying life in the country.

What does your lifestyle look like right now? How do you want it to look in the future?

We can help you develop the road map to a better lifestyle!


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Ready to grow your lifestyle?
Here’s how we can help: 
  • Retirement Planning
    • Planning for retirement can start from the first day you commence work as your retirement plan should include strategies of how to transition to retirement. We take a holistic approach to retirement and help you map out all the steps leading up to retirement as well as what you will do in retirement.
  • Estate Planning
    • Are your assets going to be left to the people that you want them to go to? Are the strategies appropriate for tax effectiveness? We can help you plan your estate for the best outcomes for you and your family.
  • Aged Care Strategies
    • Finances should be the last thing you need to worry about when it comes time for you or a loved one to consider moving to aged care. Having a strategy in place early means you won’t have to!
  • Superannuation
    • 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. Being advised on the right fund for you and the outcomes self-contributions could make may put that golden lining on your retirement lifestyle.
  • Investment Portfolio Construction
    • 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.
  • Personal Protection Insurance
    • 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? Personal protection insurance can provide a safety net for you and your family in the event of sickness, disability or death.

Shylea Ulrick  FChFP ACSA™ SAA
Authorised Representative # 268730
shylea@lifestyleadvisers.com.au
Member of the FPA (Financial Planning Association)
Member of the AFA (Association of Financial Advisers)
Member of the SMSF Association

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