Lifestyle Led Wealth 80 Market Street, South Melbourne, Victoria 3205
About the Business
Welcome to Lifestyle Led Wealth, located at 80 Market Street in South Melbourne, Australia. As an establishment specializing in finance, we are dedicated to helping you achieve the lifestyle you deserve.
At Lifestyle Led Wealth, we believe that time is the most valuable thing you can spend, not money. We understand that life is not a rehearsal, and we want to ensure that you make the most of it. Our team will work closely with you to understand your goals and curate a personalized financial plan that will give you the freedom and confidence to live your best life.
Justin Hooper, our experienced financial planner, is not your stereotypical advisor. Motivated by a deep desire to help others, Justin entered the financial planning industry with the intention of making a positive impact on people's lives. He follows a life-centred approach, which sets him apart from other financial planners in Australia. This philosophy focuses on your life goals, whether it's early retirement, building your dream home, or pursuing a passion project.
At Lifestyle Led Wealth, we help you identify what you want most from life, such as getting married, having children, traveling, upgrading your home and car, and retiring comfortably. We will even assist you in navigating unexpected challenges that may arise along the way. Our goal is to calculate how much money you need to live the life you desire and then help you leverage your biggest asset, your business, to make that life a reality.
Unfortunately, it is all too common for retirees to experience boredom, isolation, health issues, and fear of spending money. We are here to work with you and establish what your dream retirement looks like, as well as how much money you will need to enjoy it. Together, we will create a financial roadmap to turn that dream into a reality.
According to a recent survey by CHOICE, 61% of Australians anticipate financial stress in their retirement. If you are concerned about your superannuation and whether there is a more effective solution for your lifestyle, give us a call today.
At Lifestyle Led Wealth, we pride ourselves on using an evidence-based approach supported by academic research. We won't overwhelm you with jargon, but we will guide you through every step, ensuring that all your questions are answered honestly and openly.
Furthermore, we understand the importance of protecting your loved ones in the event of a tragedy. We can help you explore options that will provide financial security for your family if you are unable to do so.
Justin Hooper is an authorized representative of Infocus Securities Australia and a member of the Association of Financial Advisers. Lifestyle Led Wealth Pty Ltd, with ABN 12 645 643 189, is a Corporate Authorised Representative (No. 001284512) of Infocus Securities Australia Pty Ltd, with ABN 47 097 797 049 and AFSL and Australian Credit Licence No. 236523. Our head office is located at Level 2, Cnr Maroochydore Road & Evans Street, Maroochydore, QLD 4558. You can reach us at 07 5406 5000.
Take control of your financial future and start living the life you deserve with Lifestyle Led Wealth. Contact us today to schedule a consultation and let us guide you towards a brighter and more fulfilling future.
Location & Phone number
80 Market Street, South Melbourne, Victoria 3205, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Fantastic advice and service. Always responsive"
"I have met with a few financial planners in my time, and often walked away more confused than I started. With Justin at First Life Wealth, we worked through a fabulous process of mapping key life milestones that I want to achieve and designing my financial position around achieving those. Justin was clear in his explanations and felt just as invested in my success as I was. I've already achieved my first goal of buying a house and look forward to being financially set up for the next items on the to-do list. Highly recommended for anyone interested making money work for them, rather than them working for money."
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