The Financial Planning Association of Australia The Financial Planning Association of Australia

Curtis Taylor, CFP®


Name Curtis Taylor, CFP®
Company Lifestyle Financial Services Pty Ltd
Address 30 Burnett Street
North Hobart, TAS 7000
Website http://www.lifestylefstas.com.au

Curtis has commenced Lifestyle Financial Services an independently owned boutique financial advisory business that provides both strategic financial planning and share advice. Through Lifestyle Financial Curtis offers a compelling blend of expertise, experience (27 years in financial services) and value for money. Curtis has an absolute passion for investments (in particular direct Australian share investment) and how they are used to help investors achieve financial success.

Curtis offers a range of distinct services so that investors only pay for what they need. This together with an emphasis on direct investment where appropriate and lower overheads (the benefits of which are passed through to clients) means that for many clients Curtis offers real value for money.
Lifestyle Financial is transparent in the services that it provides and what it receives. Both services and fees are detailed on the Lifestyle Financial website (somewhat of a rarity with financial advice firms). Despite the recent financial reforms there is still plenty of room for improved transparency in the financial services industry. Lifestyle Financial does not receive any commissions or other legacy payments that are still allowed under grandfathering arrangements in current financial services regulatory legislation.

Curtis via his website and e newsletter delivers a blog that discusses financial issues in a thought provoking but down to earth manner.

More information at www.lifestylefstas.com.au

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