ABOUT LIFESURE
Financially Fit For Life
Welcome to LifeSure Financial Advice. Our approach is built on a simple belief: financial fitness creates the freedom to live well and enjoy life's opportunities with confidence.
OUR PHILOSOPHY
Our passion is helping Gen X and Baby Boomers stay financially fit for life so they can live actively, confidently, and independently through every stage of life.
Over the years, we have seen strong parallels between financial wellbeing and physical wellbeing. Both are built through discipline, consistency, healthy habits, and long-term thinking.
Whether preparing for retirement, supporting family, planning a legacy, or maintaining health and vitality as we age, the goal is the same: creating a life with greater confidence, freedom, and purpose.
Our approach to financial advice is grounded in practical planning and meaningful conversations. We enjoy helping clients navigate important life transitions, make informed decisions, and build financial confidence for the years ahead.
BEYOND FINANCIAL ADVICE
Supporting a Life of Confidence and Independence
Outside of work, we have a strong interest in fitness, healthy aging, and longevity. We believe wealth is most valuable when it supports health, independence, experiences, and the ability to continue doing the things we enjoy throughout life.
This philosophy inspired the idea of being “Financially Fit for Life” — a long-term approach to financial wellbeing that supports not only financial security, but also a fulfilling and active life.
Whether you are building financial foundations, managing life’s responsibilities, or preparing for greater freedom in later years, our goal is to help you move forward with clarity and confidence.
MEET THE TEAM
Meet Your Advisors
SUE CAVILL
With a lifelong commitment to learning, Sue has studied business, investment, financial planning, legal, and ethical studies, with fond memories of her time at Bond University and QUT in Brisbane.
Her specialist interest is personal investing, both inside and outside superannuation, helping clients build long-term financial confidence through every stage of life.
Outside of work, Sue enjoys fitness training, balanced nutrition, social connection, learning new things, and discovering new places. Her lifestyle includes yoga, cycling, dancing, and strength training — reflecting her belief that financial wellbeing and physical wellbeing are deeply connected.
SUZY SHEPHERD
Her background includes 18 years lending experience and in 2014 she commenced working as a Financial Advisor whilst continuing to offer lending advice.
Like Sue, she is a Veteran who after the military applied her service career to the world of business and caring for clients' wealth.
Her specialties include Lending, Department of Veterans Affairs income, and holistic wealth planning.
Suzy holds a Graduate Diploma in Financial Planning amongst other industry qualifications.
Outside of work, Suzy enjoys DIY projects, bush walking, music events, and social outings.
Like Sue, your lifestyle and financial security are front of mind, and she understands the importance of ongoing support.
OUR VALUES
Advice Built on Trust and Experience
Professional ethics: Act fairly, trustworthy, honestly, competently, and diligently.
We are professional people with a lifetime of experience who understand how human we all are.
CLIENT STORIES
Confidence That Lasts
For many people, financial confidence isn't just about numbers it's about peace of mind. Here's what one long-term client had to say about their experience.
“Sue Cavill is amazing with how she puts the effort in to make sure that every bit of paperwork is all spot on”