Level 3, 300 Flinders St,
Adelaide, 5000
South Australia

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Mon - Fri 9.00 - 17.00
Saturday CLOSED
Sunday CLOSED

Customer Enquiry
+61 8 8100 3303
[email protected]

Our Services

wealth creation

Whether you are a young investor getting started; planning a family, preparing to retire, or wanting to make the most out of your Golden Years, the team at Financial Lifestyle Solutions SA are here to support you on your wealth creation journey. Helen and the team at Financial Lifestyle Solutions SA have a holistic approach to financial planning and work together to implement wealth creation strategies covering superannuation accumulation, investments, retirement planning, estate planning, cash flow, and budget maintenance and aged care.

Financial planning solutions

Investments

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Retirement Planning

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Superannuation

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Self Managed Super Funds

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Hidden Claim Case Study

This Case Study will focus on how FLS has managed to find Claims people did not know existed.

Toni was a 40 year old female who previously worked in the hospitality industry referred by her solicitor.  She was suffering severe post traumatic stress and had not worked for 4 years.  After extensive research we were able to locate some insurance and subsequently lodged 3 claims which were all subsequently approved for the combined sum of $267,000.  Toni was not eligible for Centrelink benefits for approximately 2 ½ years and we were able to commence an income stream for her to receive a regular income.  Toni is now recovering and is attempting to return to the workforce on a part-time basis.

“Financial Lifestyle Solutions is very much like a financial family to me. Helen and the team ensured a financial stability that has enabled me to be free to commit to other aspects of my life without being troubled about money. Their support, guidance and attention to detail in regards to what financial package would be best for my particular situation has changed my life and I’m extremely thankful to have them as my financial support base.”

Tony