Review history

Giuseppina, 65+ years, Bossley Park, NSW

"We have trusted Lyle and his team to advise us with our financial requirements for many years. We will continue to use his services in the future. Lyle is extremely professional and very knowledgeable with up to date information. He always listens to our needs and provides financial plans that are always best suited for us. Lyle has a very calming nature which puts us at ease."

Giuseppina, 65+ years, Bossley Park, NSW

"Lyle and his team have managed our financial affairs for over 10 years. Lyle is always focussed on our needs. He is extremely knowledgeable in all areas of Finance. He always sends up updates regarding changes in Government policy and Federal Budget reports, with in-depth analysis and explanation how each will affect us financially. We are extremely happy with the team and totally trust Lyle's advice. We would confidently recommend Lyle and his team."

Giuseppina, 65+ years, Bossley Park, NSW

"Lyle is very dedicated to helping his clients in all things financial. He is an expert in his field. He is always professional. Lyle takes the time to listen to our needs and explains all his advise in 'easy english' not financial jargon. We totally trust him to manage our portfolio."

Giuseppina, 56 - 65 years, Bossley Park, NSW

"Lyle is an expert in his field. We trust his advise and would highly recommend him to family and friends. He takes the time to explain every detail to us with no complicated jargon.He understands our needs and all our queries are responded to promptly."

Review history

Peter, 65+ years, Balgowlah Heights, NSW

"Lyle has been our financial planner for thirteen years and we are extremely happy with the relationship we have with him. Lyle communicates in a clear,concise and easy to understand manner. He also provides sound advice that is relevant to our particular situation. We would have no hesitation in recommending Lyle to anyone who is seeking professional financial planning advice."

Review history

Sheila, 65+ years, Campbelltown, NSW

"We have been with Lyle since 2007. We are more than happy to continue."

Sheila, 65+ years, Campbelltown, NSW

"We have complete trust in Lyle."

Sheila, 65+ years, Campbelltown, NSW

"Lyle has been looking after our financial interests since 2007. He is friendly, caring, never too busy, and explains matters in depth. We just hope we can continue with him as our financial adviser."

Sheila, 65+ years, Campbelltown, NSW

"We have been clients of Lyle's for a number of years. We are very satisfied clients. He arranges for us to see him locally. He always responds immediately if we have questions or concerns."

Review history

Ian, 65+ years, Engadine, NSW

"Lyle and his Team are an integral part of our retirement and have been for 10 years now.

We are able to sleep peacefully, knowing that we are getting the utmost out of our money with their advice and assistance.

That assistance also included advice on how to best manage an inheritance.

They are always available and always reliable.

We are more than happy to recommend their services to anyone considering their options leading up to, or already into retirement."

Ian, 65+ years, Engadine, NSW

"We have been with Lyle and his Team for 10 years now and I always leave our meetings confident that the services and advice they provide are the best for our needs.

We have no hesitation in recommending Lyle and his assistants to anyone in need of sound, reliable financial advice and management."

Ian, 65+ years, Engadine, NSW

"We've been with the outstanding LFA team for over 8 years now and would not trust anyone else with our finances in retirement.

Their thoughtful advice always supports our expected living standards and helps to provide the totally stress free economic component of our retirement that we were hoping for.

Thoroughly recommended."

Ian, 65+ years, Engadine, NSW

"Lyle's office and Staff are always very welcoming.

Our reviews are always interesting, professionally conducted and enjoyable.

We always leave satisfied that we made the right decision to trust our future to Lyle."

Ian, 65+ years, Engadine, NSW

"Meeting with Lyle is always informative and fun.

He's a genuinely nice person and we know he cares about how we manage our retirement funds.

His Team works well with him to provide us with the steady ship we need in order to be able to sleep easy, every night.

We've been with Lyle for going on 8 years now.

We're not going anywhere else for our advice and Plans."

Ian, 65+ years, Engadine, NSW

"We trust Lyle and his team implicitly to manage our funds responsibly and to gain the best results. Our review meetings are always an enjoyable experience as Lyle is a fun guy and our portfolio performance is always pleasing too. In the 7 years we have been with LFA, we have never been disappointed in or had any reason to doubt their performance. They really are 5 stars."

Ian, 56 - 65 years, Engadine, NSW

"First Zoom experience with Lyle. It is usually face to face.

As ever, Lyle's demeanour and style is relaxed and you can always tell that he is well prepared.

My wife and I are entering our 7th year with Lyle as our Financial Advisor and are more than satisfied with the performance of our portfolio.

We have total faith and trust in both Lyle's and his teams abilities."

Ian, 56 - 65 years, Engadine, NSW

"I have known and dealt with Lyle for some time now and my wife and I have complete faith in Lyles and his teams commitment to my financial future and security and believe him to be a very trustworthy and ethical adviser. I have no hesitation in recommending his services to anyone."

Review history

Wayne, 65+ years, Miranda, NSW

"Lyle has been our financial adviser since 2013, I have found him to be honest, reliable, able to communicate openly and gives up to date advice and information to assist with our daily living. He and his reliable and skilled team provides fast and easy to understand services with prompt outcomes. His advice and assistance has helped us to understand our finances on a clear and level platform. I have no issues recommending Lyle to assist anyone."

Wayne, 65+ years, Miranda, NSW

"Lyle has been our financial adviser for over 10 years and he and his team have provided a very professional, honest reliable service. He is trustworthy and follows up and resolves every issue raised. I highly recommend Lyle and his team."

Wayne, 65+ years, Miranda, NSW

"Lyle and his team provide an excellent service in communication, politeness, knowledge and immediate satisfaction of our requirements."

Wayne, 65+ years, Miranda, NSW

"I have known Lyle for over 20 years, he and his team are professional, friendly and offer exceptional services. His focus and ability to ensure his clients are achieving their goals is outstanding, we enjoy our review meetings. He reaches out and his honesty and openness makes it a pleasure to deal with."

Wayne, 65+ years, Miranda, NSW

"We have been clients of Lyle since 2015, previous to that I had dealings through a financial organisation where he gave members superannuation advice and many of these members are still his clients. He and his team are professional in communicating, providing services and advice, presentations and technology."

Wayne, 56 - 65 years, Miranda, NSW

"Lyle and his team are very professional, easy to deal with, provide feedback and offers review meetings on a regular schedule. I've recommend Lyle to many of our friends and they have been very happy."

Review history

Stephen, 65+ years, Cronulla, NSW

"We have always found Lyle and his team to have our best interest in hand. He is always readily available to contact ,his communication skills and professionalism are bar none. I would never hesitate to recommend Lyle."

Stephen, 56 - 65 years, Cronulla, NSW

"I would have no hesitation in recommending Lyle and his team for any form of financial advice. Lyle was able to provide an easy stress free transition to retirement. For the seven years we have been with Lyle we have found him to be an enthusiastic and very knowledgeable expert on all financial matters, always available and immediately responsive to any enquiry with excellent communication skills ."

Stephen, 56 - 65 years

"I am very happy with lyles service and would highly recommend him"

Review history

Stephen, 65+ years, Coledale, NSW

"Lyle has organised our finances for the last 10 years.

We find him extremely professional with a sound understanding of financial matters. His communication with us is excellent leaving us feeling confident that we are in good hands."

Stephen, 65+ years, Coledale, NSW

"Lyle has been managing our finances for the last 10 years and we have found him to be very reliable and honest. His experience and communication with us leaves us feeling very confident that our finances are well looked after."

Stephen, 65+ years, Caringbah South, NSW

"Lyle shares his vast knowledge and experience with us in easy to understand communication. He will spend the time with us to make sure we fully understand."

Stephen, 56 - 65 years, Caringbah, NSW

"Lyle has a very good understanding of his business, explains strategies very well and is very approachable. We are very happy with his service."

Review history

John, 65+ years, Matraville, NSW

"I’ve been with Lyle since 2017 and have always been happy with his presentation advice always explains portfolio thought and have every confidence in him."

John, 65+ years, Matraville, NSW

"I’ve been a client of Lyle's since 2017. He’s always helpful and so sincere, especially after I lost my wife, and has always looked after our financial needs. Always up to date with all changes with government regulations. A person breathes confidence."

John, 56 - 65 years

"Very happy with Lyle very informative and makes us feel comfortable in the next step in our lives John and Kerrie."