about lifestage
helping people navigate every stage of life with confidence
Financial advice shouldn't feel overwhelming or impersonal. At Lifestage Financial, we believe good advice starts with understanding the person behind the numbers. Every stage of life brings new opportunities, challenges and decisions, and we're here to help you move through them with confidence and clarity.
meet michael
From a family farm to financial advice.
Growing up on a family farm in Narromine, Central West NSW, taught me the value of hard work, honesty and building genuine relationships. Today, I'm based in Sydney with my wife and our two young children, balancing family life with helping clients achieve greater financial confidence.
Outside the office you'll usually find me spending time with family and friends, or cheering on the Cronulla Sharks.
What first drew me into financial advice was a fascination with investment markets. Fifteen years later, it's the relationships with clients that make this career so rewarding. Helping people feel confident about their financial future is what motivates me every day.
my story
The journey so far.
I began my career in financial advice in 2012 before becoming a qualified Financial Adviser in 2016.
Over the years I've worked across large, medium and boutique financial planning firms, giving me experience with a wide range of clients and financial situations. I've also enjoyed mentoring emerging advisers, helping them develop both their technical knowledge and client relationships.
Those experiences reinforced one thing: the best financial advice is always personal. That belief ultimately led me to establish Lifestage Financial, where every recommendation is built around the individual rather than a product.
Starting out
First homes, growing incomes and building good habits early.
Family life
Protecting the people who depend on you as life gets busier.
Retirement
Turning what you've built into the lifestyle you've worked towards.
why lifestage
The name reflects something we all experience.
Life is constantly changing. Whether you're buying your first home, protecting your family, preparing for retirement or simply wanting greater financial certainty, every stage comes with different priorities.
At Lifestage Financial, there isn't a one size fits all approach. Every recommendation starts with understanding your goals, your circumstances and what's most important to you.
Rather than focusing on products, we focus on helping you make informed decisions that support the life you want to build.
experience & qualifications
Qualified. Experienced. Accountable.
With over 15 years' experience in financial advice, Michael specialises in guiding clients across the areas that matter most at each stage of life.
Specialties
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Retirement Planning
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Personal Protection
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Wealth Creation
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Superannuation Strategies
Qualifications
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Master of Finance
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Certified Financial Planner (CFP®)
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Bachelor of Business (Management)
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Advanced Diploma of Financial Planning
Professional Membership
Financial Advice Association Australia (FAAA)
my approach
Advice that empowers, not confuses.
Financial advice should empower you, not confuse you. I believe understanding why a strategy is recommended is just as important as the strategy itself. When you understand the reasoning behind your financial plan, you're more confident in your decisions and more likely to stay on track.
My role isn't simply to provide advice. It's to become a trusted partner who helps you navigate life's financial decisions with clarity and confidence.
our values
Three pillars we live by.
Personal relationships
We take the time to genuinely understand you, your family and your goals, creating advice that's built around what matters most
Practical advice
Clear, straightforward guidance that helps you make informed financial decisions with confidence, without unnecessary complexity.
Long term partnerships
Financial planning isn't a one off conversation. We're here to support you through every stage of life as your goals and circumstances evolve.
our values