Financial Lifestyle Partners has evolved out of experience gained over more than 30 years in the financial planning industry.
As a leading boutique financial planning business, we provide advice and guidance to help our clients meet their financial, lifestyle and business goals.
Craig Ralph and the team at Financial Lifestyle Partners has designed a unique approach to client service standards and professional culture.
One of our many points of differentiation is delivering high quality service and advice on a “fee for service” basis.
We are always looking to add value to our clients where we can, and we continue to do this exceptionally well.
We assist you in making smart financial decisions by keeping you informed on the latest trends and strategies.
We are applying for the role of your ‘Financial & Life Planning Coach’. We provide motivation and discipline to achieve your lifestyle goals.
We are a team of professionals with an ongoing commitment to education and research, and achieving the highest standards of service delivery.
When assisting our clients, the team at Financial Lifestyle Partners draws on their combined extensive experience of over 150 years of financial services industry experience.
We were one of the first to launch a fee for service client model back in 1997. Our clients see great value in knowing exactly what they are paying for.
You can take comfort knowing we are partnering with you throughout the journey towards achieving your core lifestyle goals, ambitions and objectives.
"It has been a pleasure partnering with Craig and Tyson as they have guided me through the intricacies of financial planning".
“We have recommended their services to many, and will continue to do so, with the utmost confidence".
“Before FLP’s guidance we didn’t think retirement was possible and now we live a comfortable retirement".
"FLP has alleviated many of our issues both mentally & physically, giving comfort to everyone. Thank you”.
“I didn’t think I would be in a position to clear my mortgage so quickly, and now thanks to the advice from FLP I’m now able to realise this”.
"The FLP offering has allowed us to continue to enjoy our retirement years and not have to worry”.
From 1 July 2025, the Government will reduce the tax concessions available to individuals whose total superannuation balances exceed $3 million at the end of the financial year.
Interest rates are a hot topic in 2025, with major economies navigating inflationary pressures and the loosening end of their monetary policy cycles.
Working out how much you need to save for retirement is a question that keeps many pre-retirees awake at night. Recent market volatility and fluctuating superannuation balances have only added to the uncertainty.
The transfer balance cap is the limit on the total amount of superannuation that can be transferred into the retirement phase.
The Reserve Bank of Australia's Board meets eight times a year, following the release of key economic data on inflation and economic activity.
At its latest meeting, the Reserve Bank Board announced it was leaving the cash rate at 4.35 per cent.
The Russell Investments’ seventh annual Value of an Adviser Report revealed that Australian financial advisers added approximately 5.7 per cent in value to their clients over the past year.
Research shows that Australians are increasingly working to older ages, which makes a transition to retirement (TTR) strategy a key planning tool if you have reached age 60.
Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners and self-employed people with no sick leave available.
Financial Lifestyle Partners and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd.
ABN 54 139 889 535, AFSL 357306. http://fortnum.com.au
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