Are You An Adviser Looking For A New Licensee?
If you’re dissatisfied with your current licensee or seeking a network that truly supports your growth, Lifestyle Asset Management offers the independence, flexibility, and resources you need to thrive.
Are You An Adviser Looking For A New Licensee?
If you’re dissatisfied with your current licensee or seeking a network that truly supports your growth, Lifestyle Asset Management offers the independence, flexibility, and resources you need to thrive.
Innovative solutions to move your business
forward.
We offer solutions designed for time-strapped advisers, self-licensed financial planning practices, and corporate wholesale investment vehicles navigating complex regulations. Our expertise helps you meet the financial needs of your clients while ensuring compliance, so you can focus on what matters most—delivering exceptional value and service.
Tailored Investment & Portfolio Management
We provide access to a range of model portfolios and managed accounts designed to align with various risk profiles. Our co-branded investment solutions ensure that you maintain control while leveraging expert guidance from our investment team.
Comprehensive Compliance & Risk Management
Stay ahead of regulatory changes with our proactive compliance support. We offer licensee standards reviews, risk management strategies, and cybersecurity training to help you mitigate risks and operate with confidence.
Business Growth & Market Expansion
Enhance your business with our branding and marketing support, CPD-accredited events, and professional networking opportunities. Our tax, accounting, and lending services provide additional revenue streams to strengthen your practice.
Seamless Transition & Exclusive Onboarding Support
Moving to LAM is simple and stress-free. Our dedicated transition team handles compliance and administration, allowing you to focus on your clients. Plus, new advisers can enjoy a 2-month grace period, ensuring a smooth and financially secure transition.
Are your Clients on the North Platform?
Are you using North but looking for a more tailored solution? LAM seamlessly integrates with North, allowing you to retain your client base while benefiting from enhanced portfolio solutions like Stonewall’s model portfolios.
Moving to LAM is easy
We make the transition seamless, so you can focus on what matters—your clients and your business growth.
Exclusive Onboarding Support – Our team is with you every step of the way, handling compliance, licensing, and administrative tasks to ensure a smooth move.
Incentives for New Advisers – We offer reduced fees and tailored transition packages to help you get started with ease.
Dedicated Transition Team – Get personalised support to set up your practice under LAM with minimal disruption to your operations.
Effortless Client Transfer – We assist in making the transition hassle-free, so your clients experience zero service disruptions.
We will bring you to the next level of bussiness.
Moving To LAM is Easy
We make the transition seamless, so you can focus on what matters—your clients and your business growth.
Exclusive Onboarding Support – Our team is with you every step of the way, handling compliance, licensing, and administrative tasks to ensure a smooth move.
Incentives for New Advisers – We offer reduced fees and tailored transition packages to help you get started with ease.
Dedicated Transition Team – Get personalised support to set up your practice under LAM with minimal disruption to your operations.
Effortless Client Transfer – We assist in making the transition hassle-free, so your clients experience zero service disruptions.
What client say
about us
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.
Dane
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.
Shaun
Frequently Asked Questions
What does the transition process look like?
We handle the heavy lifting—from compliance to admin—so you can focus on your clients.
What type of advisers are a good fit for LAM?
AWe welcome advisers looking for greater independence, a more supportive environment, and competitive growth opportunities.
Will I have support throughout the process?
Yes! Our onboarding team will guide you every step of the way.
Are there networking or professional development opportunities?
Yes! We offer exclusive CPD-accredited events, webinars, and networking opportunities plus we hold an annual conference to help you stay ahead in the industry.
We’re here to help. Whether you have questions about our services, want to schedule a consultation, or simply need more information.
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AFSL solutions.
One purpose.
Our advisers.
Our aim - to help our advisers thrive.
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About Us
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Contact Us
+61 489 081 683
Level 35, One International Towers
100 Barangaroo Ave | Sydney NSW 2000
Copyright: © 2025 Lifestyle Asset Management - All Rights Reserved