Lyle Greig

Background

About Lyle Greig

Complete our Financial Scorecard - see ‘Featured’ below or our website There are times in life when money decisions matter more than others. Buying a home, growing your wealth, planning for retirement to name a few. ⏰ These are the times when you want to get it right. 🤷‍Financial advice can be confusing, so we promise to explain it in ways you understand. ‍As your financial adviser, we want you to hit your financial stride when it counts. We're your mentor, your sounding board, a confidante, and your go-to person when it comes to money decisions. ‍🦲 Lyle Greig has work in financial services for 25 years, 20 years as a Financial Adviser. 🪴Lyle Greig Financial Services trading as Living Financial Advice has been in operation since 2007, originally under Bridges Financial Services and now licensed through Count Financial. 🧮 Lyle Greig Financial Services Pty Ltd ABN 88 125 877 401, trading as Living Financial Advice, is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 [Areas of advice] We’re authorised to give advice on the following areas: Investment portfolio advice Superannuation advice Redundancy advice Retirement planning Cash flow management advice Inheritance advice Centrelink entitlements Aged care advice [Our values] Our promise to you - Everyone in our team is here to support you reach your financial goals. This is how we deliver on that promise. 🟢 We do the right thing 🟢 We keep on top of things 🟢 We help our clients thrive 🟢 We're human too 🟢 We tell it like it is 🟢 Relationships are important [Process > Advice > Cost] How financial advice works - 1⃣ We work out where you want to be 2⃣ Understand your investment type 3⃣ We get to work on creating a strategy for you 4⃣ We present your plan 5⃣ Implement your plan 6⃣ Regular reviews Your options for advice and cost - Single strategy advice -$1,100 to $3,300 Comprehensive advice -$3,300 to $9,900 🤝 Fixed term service -$3,150 to $16,500 12-months [Adviser Ratings & client testimonials] Lyle Greig CFP® is a Platinum adviser with Adviser Ratings, go to or Google ‘Lyle Greig’ to learn more