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.
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.
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.
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.
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.
Always professional and friendly.
Always fair and realistic and very clearly communicated.
Overall experience first class.
Always on time and positive recommendations.
Very happy with information and service.
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
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.
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.
The video below from Wealth Know How discusses the possible reasons and outcomes in relation to the recent rise of the Australian Dollar.