“As a mature aged person with very little knowledge of superannuation rules and processes I began asking friends and family general questions about the subject.
During these discussions I discovered that two of my friends were using Financial Lifestyle Solutions SA (FLS) and they both suggested that I should talk to them to see what may be best for me moving towards retirement.
They both highly recommended FLS to me.
So thankfully I took their advice, attended no obligation one on one meetings where I explained and provided my employment details along with existing financial details.
FLS then reviewed my situation and at a follow up meetings provided a retirement plan for me to consider.
After considering my options I decided to follow through with their plan and now I am on a TTR (Transition to Retirement) and feeling very comfortable and thankful that I made the decision to contact FLS.
During all the meetings I found all of the FLS staff very professional, helpful and polite. They have continually kept me informed about every step along the way.
So I also highly recommend FLS to anyone considering financial advice.
Thanks FLS team”
21 August 2015
“Having worked for over 22 years in a professional position, mostly in a Position of Responsibility, dealing with both young people and adults, I succumbed to the mental illness of General Anxiety Disorder. I needed to claim my Total & Permanent Disability (TPD) insurances. The only problem was that I couldn’t handle dealing with people &/or any circumstance that put me under pressure. The situation was made more difficult due to the nature of having multiple claims to process.
Under the guidance of Helen Arthur of Financial Lifestyle Solution, I managed to make successful TPD claims. Constant contact with the insurer was handled by Helen and her team. I was kept up to date with the claim progress that took over two years to complete. Helen managed to keep the pressure off by handling all the little details that would have otherwise made my illness situation worse.
Helen acted in a very professional manner. Her personal self-confidence and knowledge in the field of financial expertise gave me confidence in that my claims were being handled by the right person. Her compassion for my situation and her willingness to listen helped keep my anxiety to a minimum. I could just relax!”
20 July 2015
“Over the last three years life has thrown us a few unexpected curve balls. We have struggled through job redundancy, life threatening illnesses and permanent disability, resulting in very drastic limitations and changes to our income, both current and future.
Enter …. Financial Lifestyle Solutions.
During this difficult period we chose FLS to advise and guide us through a long tunnel of financial decisions. These included management of our superannuation funds, Centrelink communications, and legal documentation, re-arrangement of savings and lengthy insurance application processes, all with successful outcomes.
The professional manner in which Helen Arthur and Vicki Ridge conducted themselves and their/our business has been outstanding throughout. Without Helen and the team, their experience, expertise, guidance and patience we would have found ourselves in a much less favourable position regarding our long term financial survival.
Under the leadership and guidance of Helen Arthur we now have the confidence to continue the work with Financial Lifestyle Solutions into the future, and highly recommend both their exemplary professional service and genuine, caring personal manner to anyone looking for improvement in their financial stability and future financial planning strategy.
We have forwarded their details to personal friends who have since received, and been equally impressed with, the same level of detailed attention and professionalism as we have.
Thanks to Helen Arthur and her FLS staff as our future is now looking bright with renewed confidence moving forward to retirement.”
20 July 2015