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From the Financial Planner

From the Financial Planner

Marijana shared her five top tips for women to get ahead financially in The West Australian’s Mind+Body lift out on Wednesday, March 26th, 2016.

If you’re looking to get your finances in order and start planning for the future, these tips are a great place to start. For further information or to get started with your free Financial Health Check you can contact us here

The article from the Mind+Body life-out is available here:

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Matters of death and life

Matters of death and life

Marijana was once again asked to contribute to an article by Neale Prior in The West Australian on Monday, March 6th, 2016.

In ‘Matters of death and life’ Marijana discusses the importance of completing a full analysis of your current super funds before consolidating them. Many of us have insurance attached to our super that we may not even know about. Marijana explains how important it is to look at what you already have before you make any changes.

As Marijana mentions, it’s always important to consider the implications before making alterations to your super. If you’re looking to sort out your super, contact us first for your free initial consultation here:

The full article from the ‘Your Money’ lift-out is available here:

Matters of death and life – The West 6 March 2016 (Pg 1)

Matters of death and life – The West 6 March 2016 (Pg 2)

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IFA Excellence Awards 2015

IFA Excellence Awards 2015

The IFA Excellence Awards are the only industry awards dedicated exclusively to boutique and non-aligned financial advisers.

LIFE Financial Planners is proud to announce that we have been nominated as finalists for the second year in a row in the category of Best Client Servicing – Company. As an independently-owned financial advice company that pride ourselves on providing the best personal advice and customer service we are extremely honoured to be finalists in this category again.


The IFA Excellence Awards will be announced at a ceremony in Sydney on Friday, August 7th.

Single life can lead to little death

Single life can lead to little death

Setting yourself up with life insurance is easier when you’re young and healthy and the premiums are often much less than you’d think. Neale Prior spoke to Marijana for his article ‘Single life can lead to little death’ in The West Australian (April 20, 2015). Marijana explains that men and women in their mid-twenties should get plenty of income protection, trauma and TPD insurance in case something goes wrong in their active life.

If you’d like to talk to Marijana about putting insurances in place to protect yourself, your family and your assets, please give us a call.

Read Neale Prior’s article in ‘Your Money’ in The West Australian; ‘Single life can lead to little death’, featuring our very own Marijana Ravlich.

Single life can lead to little death – The West 20 April 2015


Life Financial Planners in The West Australian

Picking up the tab if things go wrong

Marijana was featured once again in The West Australian on Monday, February 9th 2015!

In Neale Prior’s article ‘Picking up the tab if things go wrong’, featured in The West’s ‘Your Money’ liftout, Marijana discusses her reasoning for ensuring her daughters are adequately covered with life insurance.

If, like Marijana, you have children that may be in need of life insurance cover, please do not hesitate to call us to discuss how we can help.

The full article is available here:

Picking up the tab if things go wrong – The West 09 Feb 2015

The Right Balance

The Right Balance – IFA Magazine February 2015

Marijana’s been featured in this month’s issue of IFA Magazine! See how Marijana’s search for a better work-life balance led her to start Life Financial Planners:

IFA_Practice Profile_Life_Financial_Planners

Sort Out Your Super in 2015

Taking a little time to look at your superannuation now can make a huge difference in the future. As this article from The New Daily explains, few of us are aware of how much super we have, what it’s invested in and how much we’ll need for retirement.

Many of us aren’t interested in how our super performs until we’re close to retirement but much like you check your bank statement each month, just checking your super is on track regularly can make such a difference later. Don’t leave it until it’s too late – make 2015 your year to get your super on track!

All eyes on equities but US T-Bonds is where it’s at

George Lucas at Wealth Know How provides a round up of the state of the markets in his latest video – All Eyes on Equities but US T-Bonds is Where it’s at (October 2014).

Bears Grumble as Markets Decline

George Lucas at Wealth Know How provides a round up of the state of the markets in his latest video – Bears Grumble as Markets Decline (October 2014).

Online Insurance Doesn’t Come Cheap

It seems that you can buy almost everything cheaper on-line these days but this article, recently published by WA Today, explains that this definitely isn’t the case for life insurance. Buying directly through an on-line insurer can not only be more costly for you, it may not even meet your needs or be the right insurance for you. If you’re considering life insurance speak to us first!

Online Insurance Doesn’t Come Cheap