Lifestyle Financial Planning Services Overview

  • Year Founded
  • 2004

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 9


  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Lifestyle Financial Planning Services General Information


Provider of financial planning and asset management services intended to help retirees, people planning for retirement and business owners achieve financial security and live the lifestyles they want and deserve. The company's offerings includes investment and asset allocation advice, retirement planning, insurance, and strategic financial planning advice, enabling clients to build wealth and achieve financial security.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • Level 1/33 Nish Street
  • Echuca, Victoria 3564
  • Australia
+61 (03) 0000 0000

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Lifestyle Financial Planning Services Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Lifestyle Financial Planning Services Executive Team (2)

Name Title Board Seat Contact Info
David Lannen Founder, Financial Adviser, Partner & Chief Executive Officer
Tanya Godfrey Chief Financial Officer
To view Lifestyle Financial Planning Services’s complete executive team members history, request access »

Lifestyle Financial Planning Services Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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