Category Archives: What’s New

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.

Buying Time

Buying Time – The Importance of Trauma Insurance

Almost everyone in Australia is affected by cancer at some point in their lives. While the physical and emotional side effects are well known, the financial side effects are often the elephant in the room.

The recent Four Corners story ‘Buying Time’ documents the escalating costs of fighting cancer and how treatment options can be severely limited by finances:

http://www.abc.net.au/4corners/stories/2013/08/26/3831617.htm

It can be frightening to think that the treatments available to you can be determined by what you can afford. As drug trials and new treatments become available, it can take many years for the government to provide financial relief for the cost of these products. Unfortunately for many sufferers time is not on their side.

Adequate Trauma insurance can provide peace of mind that you could at least ease your financial burden should you fall ill, allowing you to focus on regaining your health.

If you would like to discuss your insurance needs, please call us to arrange your free consultation.

Protect Your Path to Retirement

We would do anything for our kids, but just think how much you might be asked to do if one your children became terminally ill or had a car accident and was permanently disabled. Who would look after their spouse and your grandchildren? Help your kids protect themselves and protect your retirement but making sure that they have sufficient insurance in place to protect themselves and their loved ones if misfortune was to strike. Let us show you just how easy and economical it can be to give you all peace of mind.

Protect Your Path To Retirement PDF

Do your adult children have a back-up plan (other than you)?

Picture this. You’ve recently retired, and you’re reasonably confident you’ll have enough savings to fund the comfortable lifestyle you’d always hoped for.

Then you receive a phone call with some bad news – your daughter has been badly injured in a car accident while travelling overseas. The doctors are saying she’s unlikely to walk again. Continue reading