Data supplied by us is accurately reflected in the regular meetings we have and changes and requests are efficiently dealt with.
Advice supplied has always turned out to be the correct decision for our finances, even if it may not always align with our first thoughts.
Strategic planning initiatives have always been discussed with us and agreement reached before implementation. Implementation has always occurred quickly and efficiently. Interim requests on various matters, and liaison with financial service suppliers has always been efficient, timely, and conforms with our wishes and requirements.
Review documentation and meetings are always carried out efficiently and in a timely manner – even though we sometimes request deferral to meet our circumstances. Implementation of agreed changes has always been carried out efficiently and in a timely manner with good follow-up with service providers.
We have not been in a position to require Centrelink liaison but have been kept fully apprised of the Centrelink requirements and have regularly been updated on opportunities in recommendations made.
Queries have always been answered quickly and efficiently and to our satisfaction.
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.
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.
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.