Lifestyle Financial Planning (previously called Marriott Emery Wealth Services Pty Ltd or MEWS) was created in 2009 when Craig Marriott & Peter Emery decided to go into partnership offering financial planning services. In 2022, long time employee Carey Dern purchased Craig's share of the business and in 2023 she purchased Peter's share.
We have chosen to partner with an outstanding provider of financial planning services, AMP Financial Planning. As an Authorised Representative of AMP Financial Planning, Carey has access to an extensive range of approved investment and insurance products.
Carey and her family live and work in Bundaberg, Queensland and have a strong commitment to their home community.
Why Do I Need A Financial Planner?
In the past, many people thought that financial planners were only for the very rich.
These days, couples and families just like you use a financial planner to help them reach their financial goals.
Lifestyle Financial Planning can tailor a financial plan for you, taking into account your short and long-term goals. You don’t need to be a financial whiz to have a strategic financial plan. That is why you come to see Carey! She will recommend an investment strategy for you to suit your particular stage in life.