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SUCCESS STORIES

After an initial consultation to discuss our affairs, we came to realise that we knew very little about where we were heading or how we were going to get there financially. Knowing exactly how much money we can spend and where it can be spent has given us the confidence to invest in a rental property.… professional team put together a plan that was easily followed and we felt comfortable embarking upon. A journey that we didn’t feel we were taking alone but were supported in every step. We are grateful, excited and amazed that we have come so far in such a small amount of time.

Andy & Helen, Campbelltown, SA

also guided and worked with us in now owning 4 investment properties, landscaping and improving our home, purchasing Rob’s dream car, sending our 3 children to an expensive private school and traveling overseas for 10 weeks. We are in awe of your experience and personal touch.

Robert & Diane, Belair, SA

We wanted to stop living from one pay to the next and begin to live comfortably. You set up a realistic budget for us and in only 6 months we have paid off debts and are on our way to purchase our first home.

Michelle and Keith, Happy Valley, SA

We have observed that you ‘give a damn’ about our future lifestyle and our future directions. We now own 6 investment properties thanks to you, and are set for retirement.

Leon & Irene, Sunshine Coast, QLD

You have helped set and fine tune budgets for both our private and business needs…assisted with rearranging our banking so to have our money work for us instead of against us… As we grow and learn to deal with our situations you fine tune and point us in new directions, each time pointing out new opportunities…

Matt and Lynette, Goolwa, SA

with you guys has enabled us to pay off our home in 10 years instead of 30 and do all the things that have made our lives a lot more comfortable as well. Restructuring our finances has also allowed us to have our ‘cruise of a lifetime’ without the worry of where the money is coming from and showed us how to manage our finances so we could see just how much extra we really had and to use it to the best effect.

Greg & Annette, Woodcroft, SA

Without your guidance and professionalism we would not have been able to redirect our lives in the positive way…. your caring approach and constant guidance with rearranging our financial status and on-going assistance to keep us on track has changed our lives and given us a definite road to the future.

Anne and John, Flagstaff Hill, SA

my husband had just passed away suddenly and my head was not in the right place to work out what my plan was for the future….. I soon realized that this was the best time to get advice….. In only a few months after my first meeting with The Lifestyle People I had a plan and had signed up to build an investment property to rent. The Lifestyle People helped me through the whole process. The whole transition was stress free which was exactly what I needed.

Sandra, Morphett Vale, SA

You care about me and my life as a whole. You … are working with me – not dictating to me what I should do but advising with integrity and transparency. You provide me with enough information so that I can make a well-informed decision. You also answer any questions I may have regardless how silly it might seem and you have done this with respect and dignity.

Sofie, Somerton Park, SA

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