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.

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