“We feel as though both you and your staff are like family to us and we have retired knowing with confidence that we will always be looked after.” Fred and Robyn, Mindarie
LIFE Financial Planners was established in October 2004 with the objective of providing comprehensive, quality financial advice, investment solutions and wealth management to individuals, executives, professionals and small business owners. Increasingly we are regarded as a leader in providing fee-based consulting services. This approach clearly aligns our interests with those of our clients, ensuring a high level of personal attention and care.
We specialise in personalised financial strategies tailored to meet your individual needs and goals. Our focus is to guide you through each stage of life, from the beginning of your working life, right through to retirement.
As a privately owned and operated firm, we have no ownership links with fund managers or product manufacturers. This enables us to provide strategic and investment advice without fear or bias.
LIFE Financial Planners are one of only a handful of financial advisers in WA who are a member of the Association of Independently Owned Financial Planners (AIOFP) – the nation’s largest association for financial planning practices who do not have any ownership by financial institutions.
LIFE Financial Planners are also members of Credit Ombudsmen Service Limited.
Marijana Ravlich is an accredited SPAA SMSF Specialist Adviser.
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2014, 2015 & 2016 Independent Financial Adviser (IFA) Excellence Awards Finalist – Best Client Servicing Company