Category Archives: Testimonials

Susan, Beldon – 7 July 2016

Susan, Beldon – 7 July 2016

I have been a client of Marijana’s for over ten years. At our latest review I mentioned in passing that I had had a melanoma removed 7 years ago. Even though I have had trauma insurance in place for some time, I never thought I could claim on something like that as it was removed and I haven’t had further problems.

Marijana said this was exactly what my trauma insurance was for and arranged for me to claim on my policy.

I couldn’t believe how easy it was. Jennifer arranged the paperwork for me and then I went to my doctor for him to complete one form.

I thought I could probably get around 10% (which I thought was about $10,000) of my policy value paid out, which sounded great.

Jennifer and Mei kept me informed as my case progressed and not long after I got a phone call from Marijana telling me I was receiving 100% of my policy! I was so excited and can’t believe how easy they made the whole process.

3 business days later I had the money in my account. Marijana, Mei and Jennifer were so helpful and I am so grateful to them. I couldn’t have done this on my own.

Susan, Beldon – 7 July 2016 Aus, retirement planning Aus, insurance Aus, self managed super funds Aus, superannuation Aus, wealth management Aus, business risk solution Aus, life insurance Aus

Susan, Beldon – 7 July 2016 WP, retirement planning WP, insurance WP, self managed super funds WP, superannuation WP, wealth management WP, business risk solution WP, life insurance WP

Susan, Beldon – 7 July 2016, retirement planning, insurance, self managed super funds, superannuation, wealth management, business risk solution,life insurance

Sam and Blake, Kenwick – 10 September 2015

Marijana and the team at LIFE Financial Planners have made getting our finances in order a simple process. We aren’t ‘high risk’ investors by any means but what we have been able to accomplish through Marijana’s help has been really positive. Marijana provided sound advice in regards to our mortgage goals, our super and in setting up our personal insurances and income insurances; making sure that we are covered in all aspects of our lives.

Marijana really made us aware of what our spending habits were like. At the time we didn’t realise how much we were over spending on things like meals and drinks out, taxis etc. By pointing this out, along with providing yearly projections on what we could achieve, we’ve been able to make small lifestyle changes which has had a huge positive impact on our mortgage. We can see the light at the end of the tunnel. Thank you!

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.

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.