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”.
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.
When making super contributions when over 67 years old, to make the contributions deductible, you will need to satisfy the “Work Test”.
An interest rate cut is widely expected in September in the US but in Australia, many commentators predict a rate rise before cuts.
The Australian Government has made changes to individual income tax rates and thresholds. This will apply to all taxable income you earn from 1 July 2024.
Treasurer Jim Chalmers presented a Federal Budget with a surplus, but more importantly an economic strategy to help ease cost-of-living pressures.
At FLP, we encourage our clients to live the life they want to live by developing a plan to enjoy their money.
The 6 year Primary Residence rule allows you to turn your primary place of residence into an investment property for up to six years without having Capital Gains Tax (CGT) implications.
The concessional and non-concessional contribution caps are set to increase from 1 July 2024. These changes present an opportunity to further enhance your retirement position.
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.
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