Author Archives: AdminX5y7WrK

Steve and Nola, Ballajura – 26 May 2014

Any changes in circumstance are quickly recognised & adjustments made.

Strategy has always been sound and conveyed by personal contact & meetings.

Plans are changed/updated within days of approval. Additional contact & proposals are made whenever the market dictates. Generally I have no worries about the overall service/experience.

Jim, Mount Claremont – 27 May 2014

Meetings, reviews and communications have been regular, helpful and fully informative.

Advice offered has been excellent and full explanations provided.

Advice and agreements have been implemented quickly and so far successfully.

Services has been excellent, this company has my complete trust.

Advice to date has been excellent.

All queries have been handled efficiently and quickly.

Fred and Robyn, Mindarie – 27 May 2014

We have always found your preparation and presentation for our meetings to be of the highest quality.

The advice given to us has always made it clear and communication has been excellent.

Action to our advice and requests has always been prompt and immediate with excellent feedback.

All recommendations have pleased us with fine service and immediate implementation.

Dealing with Centrelink can be a harrowing experience at the best of times. Your assistance in this regard has been a blessing and saved us many headaches and frustration.

All your staff including yourself are excellent at responding to our queries. We have never had reason to complain.

We would recommend you to anyone considering using your services without hesitation.

We feel as though both you and your staff are like family to us and have retired knowing with confidence that we will always be looked after and be given the very best advice on our financial planning.

Greg and Pat, Darlington – 27 May 2014

Data supplied by us is accurately reflected in the regular meetings we have and changes and requests are efficiently dealt with.

Advice supplied has always turned out to be the correct decision for our finances, even if it may not always align with our first thoughts.

Strategic planning initiatives have always been discussed with us and agreement reached before implementation. Implementation has always occurred quickly and efficiently. Interim requests on various matters, and liaison with financial service suppliers has always been efficient, timely, and conforms with our wishes and requirements.

Review documentation and meetings are always carried out efficiently and in a timely manner – even though we sometimes request deferral to meet our circumstances. Implementation of agreed changes has always been carried out efficiently and in a timely manner with good follow-up with service providers.

We have not been in a position to require Centrelink liaison but have been kept fully apprised of the Centrelink requirements and have regularly been updated on opportunities in recommendations made.

Queries have always been answered quickly and efficiently and to our satisfaction.

IFA Awards for Excellence – August 2014

LIFE Financial Planners is proudly one of seven finalists from around Australia to be nominated in the national Independent Financial Adviser (IFA) Awards for Excellence – Best Client Servicing Company.

As the only WA finalist we are honoured that our commitment in providing outstanding service to our clients has been recognised by the leaders in our industry. We recently returned from the awards in Sydney and while we didn’t win this year we are very proud to have been chosen as one of the finalists among our leading peers.

The Team at LIFE FP at the IFA Awards in Sydney IFA Awards for Excellence - August 2014 IFA Awards for Excellence - August 2014 IFA Awards Edited

The Team at LIFE FP at the IFA Awards in Sydney

The nomination culminates an outstanding year by Life Financial Planners. Not only does the company mark its 10th anniversary on 1 October 2014 but as part of our continuous drive for service excellence, Marijana is now a SPAA Accredited Self-Managed Superannuation Fund Specialist Adviser.

May 2014

Diversification in Superannuation

This video focuses on Diversification in Superannuation. James Dunn puts you in the picture on what you need to consider to diversifying superannuation and what should be the critical priorities depending on your stage of life and appetite for risk.

March 2014

How do Self Managed Super Funds Work?

Self-Managed Super Funds are a hot topic right now but what exactly are they? If you’re considering an SMSF in your investment strategy take a look at this video from Wealth Know How, which provides you with a brief run-down of what a Self-Managed Super Fund is and how they work.

If you are considering setting up your own SMSF why not give Marijana a call? Being a SPAA Accredited SMSF Specialist Adviser she can help you with any questions you might have and help you to decide whether an SMSF is right for you.