Managing Your Financial Needs

Good financial advice is all about making the most of life.

 

We help you visualise what you want to achieve, and then create a plan to bring those dreams to reality.

Whether it’s setting up a budget and savings plan, superannuation, investing, insurance or planning for life after work we will help you get there with our simple strategic advice.

Each plan is tailored to meet your unique needs. We don’t adopt a cookie cutter approach – we take the time to fully understand your situation and work to achieve the things that are important to you.

If you would like to review your existing financial plan or current financial position, please contact us for a FREE one hour, no obligation consultation. 

Our Services

 
Budgeting and Managing Debt

Managing debt is rapidly becoming one of the most important pieces of the financial puzzle. We will help assess your budget identify ways to reduce your debt.   

Read More

Protecting Your Family's Lifestyle

You’ve made a start, but now you want to grow. We can help you to get started with a road map to take you from where you are now to where you want to be.

Read More

Wealth Creation

You’ve made a start, but now you want to grow. We can help you to get started with a road map to take you from where you are now to where you want to be.      

 

Read More

Preparing for Your Retirement

Superannuation is probably the most important element of planning for your retirement. Superannuation is money set aside throughout your working life to provide for your retirement.  

Read More

Transferring Your Wealth

Estate planning is the management of your affairs to ensure your wishes are put in place following your passing.

 

 

 

Read More

Financial Stress Counselling

Zoe Slater meets people struggling with financial stress. However, many don’t ask for help because of their pride. It’s this belief or feeling of shame that stops them. 

 

Read More

Grief Counselling

No one knows how they will cope after losing a loved one. The strongest have crumbled and the weakest have risen. One moment you feel strong, the next you’re lost and numb.

Read More

Testimonials

“We have spoken to a number of financial planners previously and none have been as easy to understand as Rod. He explained complex concepts in simple terms. We feel very comfortable moving forward with Rod.”

Tim H, Brisbane

 

Ready to find out more?

If you would like to review your existing financial plan or current financial position, please contact us for a FREE one hour, no obligation consultation.

Contact Us

  • White Facebook Icon

Lifestyle Connexion Pty Ltd

 

Address:

The Bower, Suite 6.07, 433 Logan Road,
Stones Corner, QLD 41
20​

 

Postal:

PO Box 8097, Woolloongabba, QLD 4102

 

E: rod@lifestyleconnexion.com.au
T: 0400 160 461

 © 2020  Website owned and operated by Lifestyle Connexion Pty Ltd  | ABN: 36 634 261 528

Financial Advice is provided by Rod Lingard. Authorised Representative No: 248734 of Insight Investment Partners Pty Ltd | Insight Investment Partners Pty Ltd - ABN 35 136 879 484 | AFSL 368 175 | Lifestyle Connexion Privacy Policy