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.