“My wife and I are in our early seventies and are very pleased to review our affiliation with Life Financial Planners and in particular our association with Marijana and Mei, whom we have formed a trusting relationship with over the past seven years.” Trevor & Ronda, Gooseberry Hill
It’s time to enjoy the fruits of your labour and enjoy your life. We can help provide the right solutions to ensure that any benefits you are entitled to are maximised. This way you can get on with the more important things in your life.
Now that you are retired, many people at this stage want to think about giving something back; maybe helping out with the grandkids’ school fees or ensuring your own retirement is safe by helping fund insurances for the kids. Or perhaps you are interested in philanthropy? What ever it is you would like, we are able to guide you in these areas.
When the time comes, we can also help pave the way to your next stage of life – when it’s time to move from your family home into either a lifestyle village or a care facility.
At every one of these stages we are there to help. To make sure that your interests are protected and that you receive the right advice for your personal situation.
At this stage you want to enjoy the fruits of your labour. You want to be able to kick back and enjoy the things you love in life.
How we can help
- Reviewing your existing investments and structures
- Tax planning strategies
- Superannuation & income stream strategies
- Centrelink strategies
- Aged care strategies
- Estate planning issues
- Philanthropic bequests
- Financial modelling
- Self Managed Super Funds
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2014, 2015 & 2016 Independent Financial Adviser (IFA) Excellence Awards Finalist – Best Client Servicing Company