Portfolio Analysis and Assessment
Conducting a thorough analysis of current investment portfolios.
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Customised Investment Strategies
Creating personalised investment strategies.
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Risk Assessment and Management
Minimising tax liabilities and structuring assets for efficient transfer.
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Asset
Allocation
Identifying and mitigating potential financial risks.
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Performance Monitoring and Reporting
Continuously monitoring investment performance and providing regular updates and reports.
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Market Research and Trends Analysis
Conducting in-depth research on market trends and adjusting investment strategies accordingly.
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You gain access to support and resources, allowing you to deliver innovative, value-driven investment solutions to your clients.
Enhance Client Offerings with Managed Accounts and MDA Solutions
Tailored Investment Strategies with Expert Support
Key features include:
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Collaborate with a Dedicated Sub-Committee for Optimal Fund Selection
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Design Portfolios that Reflect Your Values and Competitive Edge
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Customise Your Risk Models and Performance Tracking
Dane
"The transition to Lifestyle was done with ease. Since joining Lifestyle I feel like I can get on with my business, and if I need help the team is only a call away."
Michael S.
"Lifestyle provide me with the freedom to work independently, but I know they are only a phone call away when I need help putting together my advice, great place to belong to."
Shaun
LAM is a very easy licensee to deal with, no continual over burdening of compliance (as opposed to our previous licence – who wanted us to spend more time on compliance than servicing our clients), coupled with a great team always available for assistance. I have found the whole experience to be excellent and it has certainly exceeded my expectations. I would definitely recommend LAM to other advisers, particularly those advisers aligned with institutions, having the issues I previously had before moving across. The whole process to move was uncomplicated, completed with ease and the group as a whole is professionally managed, offering a wide range of additional benefits and services to their advisers.
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How does LAM help with regulatory challenges?We provide personalised guidance tailored to your unique situation, helping you navigate complex regulations and reduce regulatory fatigue.
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How often will I connect with the adviser network?We host monthly virtual Adviser Advantage sessions where you can earn CPD points. We also host and invite you to approximately 4 industry events through the year plus we host an annual conference.
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What pricing model does LAM use?We use a transparent, flat-fee model that covers training, professional development, knowledge access, and membership in professional associations.
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How Do I Obtain a Financial Services Licence?In Australia, you need a financial services licence (AFSL) to operate a financial services business. The licensing process can be challenging, especially if you're applying for your own AFSL. To qualify, you must demonstrate your competency, have sufficient financial resources, and meet key requirements such as training, compliance, insurance, and dispute resolution. Given the rigorous approval process, many advisers opt to partner with dealer groups like LAM, which offer comprehensive support and simplify the licensing process.
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How Can I Scale My Practice with Additional Authorised Representatives?If you're expanding your team, LAM can help you grow. We provide licensing and additional services like technology support, compliance, paraplanning and cyber security training to streamline your growth.
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What Support Does LAM Offer Beyond Licensing?Beyond licensing, LAM offers a range of integrated services, including compliance, technology support, paraplanning, tax & accounting, lending solutions, property services and investment management —everything you need to create a hollistic client service and grow your practice faster.
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How Do I Get Started with LAM?Becoming an authorised representative with LAM is easy—just reach out to us, and we'll guide you through the process.