IFA Awards for Excellence – August 2014

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

Betty and Babs, Forrestfield

Mrs O’Donohue and I first became involved with LIFE Financial Planners when our Financial Adviser (Cliff Yorke) had a brief affiliation with the company.  The partnership was resolved when Mr Yorke moved to the country and we stayed with LIFE Financial Planners.

At our request, Marijana and her staff liquidated our self-managed superannuation fund (which suffered considerably due to the Global Financial Crisis) and have invested our funds in a pension account with (what appears to be) a reliable firm.

LIFE Financial Planners have also reviewed our personal portfolios and made several suggested strategies to improve our financial situations.

All requests for information (eg, Centrelink, taxation and other departments) have been attended to promptly and with courtesy.  Thus we feel comfortable in approaching the staff on any topic, no matter how small or trivial.

As stated previously, we suffered considerable losses through the GFC and through LIFE Financial Planners and their involvement we now have confidence that we will be able to maintain a comfortable lifestyle in the future.

We consider ourselves fortunate to have received such personal attention and interest in our affairs and hope this will continue for many years to come.

John and Sharon, East Fremantle

Marijana and her team have been monitoring and supporting our financial journey for many years.  In the early days she provided a full appraisal of our financial position and aspirations which made us focus on the value and performance of our superannuation.

We set up a monthly saving facility, tailored life assurance to our needs (we were paying for too much!) and moved our super.

Over the years our financial requirements have changed eg financing our own business, buying investment properties, children’s educations etc, and Life Financial Planners has overseen our finances on the journey.

We shall have sufficient funds to approach retirement with confidence, and as our needs change Marijana and her team will be there to advise on making the most of our retirement resources.

Barry, Padbury

I first met Marijana Ravlich in September 2000 when she was a Financial Planner for one of the major banks and I needed some advice regarding investments I wished to make.  I got great advice and understanding of my needs, so much so that when she left the bank and started her own business as LIFE Financial Planners, I decided to give my financial planning requirements to her.

I have always had great confidence in her advice and her support over the years has been very beneficial to me.  We have an excellent financial planner, client relationship.