Mews Group Financial Planning

Lifestyle Financial Planning, previously known as Marriott Emery Wealth Services Pty Ltd, is a financial planning company that has been serving clients across Australia since its establishment in 2009. Founded by Craig Marriott and Peter Emery, the company has grown to become a trusted provider of financial planning and insurance advice, with Carey Dern taking over the business in 2023.

As an Authorised Representative of AMP Financial Planning, Carey Dern has access to an extensive range of approved investment and insurance products, ensuring that clients receive the best possible advice and solutions. The company is committed to providing personalised attention and service to every client, taking the time to understand their unique needs and goals, and tailoring a financial plan that suits their particular stage in life.

Why Do I Need a Financial Planner?

In the past, financial planners were often seen as a luxury reserved for the very wealthy. However, these days, couples and families of all income levels are seeking the help of financial planners to reach their financial goals. Whether you're planning for retirement, saving for a home, or simply want to grow your wealth base, a financial planner can help you develop a strategic plan to achieve your financial aspirations.

At Lifestyle Financial Planning, we understand that everyone's financial situation and goals are different. That's why we take a personalised approach to financial planning, recommending an investment strategy that suits your particular stage in life. We explain things in plain English, so you can understand your options and make informed decisions about your financial future.

Our Services

At Lifestyle Financial Planning, we offer a range of services designed to help you achieve financial security and grow your wealth. Our services include:

• Financial Planning: We work with you to create a comprehensive financial plan that takes into account your short and long-term goals, as well as your current financial situation. Our financial planning services include investment advice, retirement planning, superannuation advice, and estate planning.
• Wealth Management: Our wealth management services are designed to help you grow and protect your wealth. We provide advice on investment strategies, superannuation, and insurance, and can help you manage your investments to maximise your returns.
• Insurance Advice: We offer insurance advice to help you protect yourself and your family against unforeseen events. Our insurance advice covers all aspects of personal insurance, including life insurance, income protection insurance, and trauma insurance.

At Lifestyle Financial Planning, your wealth is our priority. We make it easy to get the loan you need, and provide financial planning NOW for your FUTURE. Contact us today to find out how we can help you achieve financial security and reach your lifestyle goals.