Lifestyle Planning Melbourne

Live Life Your Way

Many of us work for the majority of our lives, with the goal of ‘making a living.’ But making a living shouldn’t just mean paying bills and building enough super for retirement. At PCR Accounting & Advisory, we can help you achieve the lifestyle you want with our lifestyle planning services. Whether it’s travel, a nice car, new home or just being able to enjoy your favourite leisure activities without financial burden, our lifestyle financial advisors will put you on the path to financial freedom.

— Financial Planning for Your Lifestyle

As a leading financial lifestyle advisor in Melbourne, PCR Accounting & Advisory is well-equipped to help you live life to the fullest. It’s never too early or too late to consider financial planning for your lifestyle.

Whether you’ve just started a business or looking to retire, we help you achieve the lifestyle you want. Is it more time with the kids? Is it making a big move? Or is it simply just sitting back and playing golf as often as you like? Whatever your dreams, our lifestyle planning experts will provide you with:

We carry out an in-depth assessment of your current circumstances and find a way to align your finances with your goals so you can have the lifestyle you have always wanted.

Building, Protecting and Enjoying the Lifestyle You Want

No matter what stage of life you’re at, a well-structured financial plan and investment strategy could mean the difference between living the lifestyle you can afford and living the lifestyle you want.

From managing debts and structuring your business to protecting your assets, boosting investments and maximising your superannuation; we work with you to establish your goals and draw up a plan that will help you build wealth and achieve financial security for the future.

Be sure to also ask about our superannuation planning and asset protection services so you can safeguard your future.

Achieve True Financial Freedom with a Lifestyle Financial Advisor

Financial freedom doesn’t necessarily mean being able to buy anything you want, but it does mean you can be free of worry about the financial security of your future and have the flexibility to enjoy life without fear of where it would leave your family or your business.

By setting up the right plan for your retirement, superannuation, insurance and investments from the get-go,  you can make more informed decisions and feel confident in your lifestyle choices.

Our lifestyle planning consultants are with you every step of the way, so you won’t have to stress about finding someone new to assist you throughout the different stages of your life. We aim to be a long-term partner and be with you on your journey.

Why Choose PCR for Your Lifestyle Planning?

We are an honest, no nonsense financial planning and coaching team who tell it like it is.
We help you to understand your goals and make the best financial decision for your lifestyle.
We work with you one-on-one to tailor lifestyle plans and strategies for financial freedom.

Melbourne's Leading Lifestyle Financial Planners

Don’t let your future down by settling for a mediocre lifestyle; set yourself up for success! Simply get in touch with our team of lifestyle financial advisors at PCR Accounting & Advisory and ask us how our lifestyle financial planning services can improve your lifestyle.

Owner of PCR Accounting & Advisory, Peter Marmara-Stewart is a SAPEPAA foundation member and accredited advisor specialising in strategic business advice, asset protection & structuring and cashflow maximisation. Click here to find out more.

Take your first step towards
financial freedom
Call 03 9847 7516


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    Melbourne: 03 9847 7516

    Morwell: 03 5134 1778



    Suite 98, Level 27/101 Collins St, Melbourne VIC 3000

    26 Buckley Street, Morwell Vic 3840