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.
In 1994, Craig developed a strong desire to embrace a fee for service model. Craig engaged the services of several industry experts, along with his own innovative concepts and ideas, to develop what has proven to be an unsurpassed standard of client service delivery. Then in 1997, we were one of the first to launch a fee for service client model.
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
Craig commenced his career as a financial adviser in 1985. Craig was admitted as an Associate of the Financial Planning Association of Australia (Practitioner’s Division) in May 1996. He has completed the Diploma of Financial Planning, the Diploma of Australian Insurance Institute and has obtained the highest level of accreditation in the industry, Certified Financial Planner.
Craig is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Lisa’s career of 24 years in the financial services industry includes the role of Business Development Manager for 8 years. She also has tertiary qualifications in the fields of law and business management. Since 2001 Lisa has been the Operations Manager and oversees all the administrative and operational requirements of the business.
Tyson has been in the financial planning industry as a financial adviser for more than 10 years. He is a Certified Financial Planner which is the highest accreditation in the Financial Planning Industry. He also has obtained a Bachelor of Commerce and completed the Diploma and Advanced Diploma in Financial Planning. Tyson is also an equity partner.
Tyson is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Brendan started his career in Financial Planning in 1997. Brendan was admitted as an Associate of the Financial Planning Association of Australia (Practitioners Division) in 2000, has completed his Diploma of Financial Planning and is a Certified Financial Planner, the highest level of accreditation in the industry.
Brendan is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Brian has developed and evolved his career with us since 1998. He is our highly valued Technical Services Manager. Brian’s skills and expertise in the area of technical advice, is exceptional. Brian’s value to our business is such that he also became an equity partner.
Lydia has provided valuable client service, administration, technical and accounting support since 2004. She manages the accounting, financial aspects of business along with administrative support.
Jake supports our business with Client & Technical Services, administration and IT. Jake commenced his career with us in 2013, and has completed the Diploma of Financial Planning.
Georgina has recently joined our team and brings with her 9 years’ of experience in the financial planning industry. Georgina supports our business with Client Services and Administration.
For many years, our team has continued to develop a process that successfully integrates financial and life planning. Financial planning starts where life planning ends.
Our experiences are that our clients see the wisdom in developing a plan to enjoy their money. Rather than “using your life to make money, use money to make your life”.
Our purpose is to provide the strongest possible relationship and framework via three key roles of Partner, Coach and Educator.
As partner, we invest in the relationship by getting to know you as individuals. A partner is equivalent to a co-pilot who shares your life journey.
We are applying for the role of your “Financial & Life Planning Coach”. We provide the motivation & discipline in holding you accountable to achieving your lifestyle goals.
Keeping you fully informed with our unique communication philosophies. Most importantly we explain financial concepts in "plain language".
Over a long period of time, Financial Lifestyle Partners has been actively involved in the community. In most recent years we have sponsored and dedicated our time to a local not-for-profit youth organisation.
Currently, we sponsor our local Community Radio Station, Eastern FM 98.1.
Not only are we a financial contributor to the Community Radio Station, but we also dedicate our time by hosting a fortnightly Financial and Life Planning segment on every second and fourth Thursday at 12 noon each month.
Our staff members are all actively involved in various community groups, including rotary, sporting clubs and schools.
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
Any information on this website is general advice only and does not take into account any person's objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision.
Always obtain a Product Disclosure Statement (If applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product. PrivacyPolicy
