IFA Awards for Excellence – August 2014

Life Financial Planners in The West Australian

Picking up the tab if things go wrong

Marijana was featured once again in The West Australian on Monday, February 9th 2015!

In Neale Prior’s article ‘Picking up the tab if things go wrong’, featured in The West’s ‘Your Money’ liftout, Marijana discusses her reasoning for ensuring her daughters are adequately covered with life insurance.

If, like Marijana, you have children that may be in need of life insurance cover, please do not hesitate to call us to discuss how we can help.

The full article is available here:

Picking up the tab if things go wrong – The West 09 Feb 2015

Sort Out Your Super in 2015

Taking a little time to look at your superannuation now can make a huge difference in the future. As this article from The New Daily explains, few of us are aware of how much super we have, what it’s invested in and how much we’ll need for retirement.

Many of us aren’t interested in how our super performs until we’re close to retirement but much like you check your bank statement each month, just checking your super is on track regularly can make such a difference later. Don’t leave it until it’s too late – make 2015 your year to get your super on track!


Online Insurance Doesn’t Come Cheap

It seems that you can buy almost everything cheaper on-line these days but this article, recently published by WA Today, explains that this definitely isn’t the case for life insurance. Buying directly through an on-line insurer can not only be more costly for you, it may not even meet your needs or be the right insurance for you. If you’re considering life insurance speak to us first!

Online Insurance Doesn’t Come Cheap

Marijana was recently approached for comment on limited borrowing recourse arrangements for Self Managed Super Funds. Her comments were featured in the below article in The West Australian recently “DIY Lobby Group Takes on ‘Rogues’”.

DIY Lobby Group Takes on Rogues - The West August 4, 2014 (Page 6) DIY Lobby Group Takes on 'Rogues' DIY Lobby Group Takes on 'Rogues' DIY Lobby Group Takes on Rogues The West August 4 2014 Page 6

DIY Lobby Group Takes on Rogues - The West August 4, 2014 (Page 7) DIY Lobby Group Takes on 'Rogues' DIY Lobby Group Takes on 'Rogues' DIY Lobby Group Takes on Rogues The West August 4 2014 Page 7

If you or anyone you know would like to speak to Marijana, a SPAA Specialist Adviser, about whether a Self Managed Super Fund might be right for you please give us a call on 08 9322 1882.

No Change to Interest Rates – 2 September 2014

The Governor of the Reserve Bank of Australia, Glenn Stevens, has today announced that interest rates are to remain on hold. He has stated “In the Board’s judgement, monetary policy is appropriately configured to foster sustainable growth in demand and inflation outcomes consistent with the target. On present indications, the most prudent course is likely to be a period of stability in interest rates.”

Read the full media release here: http://www.rba.gov.au/media-releases/2014/mr-14-15.html

Rod and Sandy, Harrisdale – 26 May 2014

We were very pleased with our initial meeting. It was informal and relaxed but very informative. Review checklists are thorough. All communications we have with LIFE Financial Planners are attended to in a timely manner.

The advice and strategic advice given is communicated in a manner that is easy to understand. We can discuss in our meeting and any questions we may have are answered. They are very helpful in all aspects and go out of their way to help.

LIFE Financial Planner take the worry out of setting up new accounts, managing existing accounts and liaising with account providers. They act on any requests quickly and supply any information in a timely manner. We are very happy with our overall experience.

We are very happy with all aspects from review checklist through to review meeting and implementation of any associated recommendations. The review meetings are informative, we have the opportunity to ask questions and obtain more information. Any associated recommendations are carried out as requested.

Any queries are dealt with quickly and efficiently via email or telephone. We find them very easy to talk to and willing to help with any query we may have.

Trevor and Ronda, Gooseberry Hill – 26 May 2014

We have been impressed since day one with the combination of professionalism and efficiency with regard to data collection and the personalised communication has always made us feel at ease. Those few “house call” efforts in the early days when I was still working were very much appreciated.

We find the advice received has always been positive and fully understood and the results of such advice has usually resulted in benefits that we could not have perceived if left to our own devices.

All aspects of implementation have been delivered as promised and we are very thankful that this is executed very professionally.

We always look forward to the ongoing review service. The checklist is easy to understand and complete and the review meetings are always pleasant and informative.

We have both retired in the last few years and have had many dealings and meetings with Centrelink and the assistance and intervention of LFP in these matters has been very comforting indeed.

We never hesitate to contact LFP with a query as it is always treated with respect and efficiency and the advice is always pleasant and meaningful, but more importantly the query is resolved generally with the first call. We feel very privileged to have this service available to us and makes us feel that we have some real friends in the business.