Lifestyle Financial Planning, formerly known as Marriott Emery Wealth Services Pty Ltd (MEWS), was established in 2009 by Craig Marriott and Peter Emery to provide comprehensive financial planning services. Over the years, the business has evolved, with long-time employee Carey Dern taking over ownership in 2022. Partnered with AMP Financial Planning, Lifestyle Financial Planning offers a wide range of investment and insurance products to help clients achieve their financial goals.
Based in Bundaberg, Queensland, Lifestyle Financial Planning is deeply rooted in its local community, reflecting Carey Dern’s commitment to serving the needs of individuals and families in the area. The business prides itself on making financial planning accessible to everyone, dispelling the misconception that such services are only for the wealthy. Carey and her team work closely with clients to develop tailored financial plans that align with their short and long-term objectives, ensuring that each individual receives personalized guidance regardless of their financial expertise.
With a focus on empowering clients to take control of their financial futures, Lifestyle Financial Planning emphasizes the importance of strategic planning and investment strategies that are tailored to each client’s unique circumstances. By prioritizing individual needs and goals, Carey Dern and her team strive to provide a supportive and educational environment where clients can make informed decisions about their financial well-being.