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Living Financial Advice
There are times in life when money decisions matter more than others.
Buying a home, growing your wealth, planning for retirement to name a few.
These are the times when you want to get it right.
Financial advice can be confusing, so we promise to explain it in ways you understand.
As your financial adviser, we want you to hit your financial stride when it counts.
We're your mentor, your sounding board, a confidante, and your go-to person when it comes to money decisions.
Lyle Greig has work in financial services for 26 years, 21 years as a Financial Adviser. Lyle Greig Financial Services (trading as Living Financial Advice) has been in operation since 2007, originally under Bridges Financial Services and now licensed through Count Financial.
Our licensee relationship
Lyle Greig Financial Services Pty Ltd trading Living Financial Advice is an Authorised Representative No. 1286743 of Count Financial Ltd, ABN 19 001 974 625 and Australian Financial Service License (AFSL) No. 227232.
It means the advice we provide is licensed through the Count Financial ASFL.
We’re authorised to give advice on the following areas:
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Investment and Share Portfolio Advice
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Superannuation advice
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Redundancy advice
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Retirement planning
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Cash flow management advice
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Inheritance advice
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Centrelink entitlements
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Aged care advice
The owner of Living Financial Advice is Lyle Greig.
Our values
Our promise to you
Everyone in our team is here to support you reach your financial goals. This is how we deliver on that promise.
We do the right thing
We'll explain things so you understand.
Always
· transparent on fees
· act in your best interests.
We help our clients thrive
Our job is to look for ways to improve your current financial position. Exploring opportunities for growth that help you live the life you want today and tomorrow.
We tell it
like it is
Everyone has their own starting point and sometimes that can be confronting. We navigate those tricky conversations with you and are known to drop a truth bomb or two.
All delivered with care and empathy.
We keep on top of things
Although we have over 20 years of experience providing advice we don't rest on our laurels.
We're always learning and seek ways to make things better for you.
We keep on top of the latest investment opportunities, strategies, and legislation so you don't have to.
We're
human too
We understand that life doesn't always go to plan, so there's no judgement here.
Advice is given with a hefty dose of empathy and focuses on how you can improve your current situation.
Relationships are important
We help with one-off advice solutions, but the real magic happens when we get to know you better.
Genuinely caring for your financial wellbeing and being a mentor and sounding board for key financial decisions.
