Family Years

Family Years

This is where life gets serious and you’re in the thick of it. Your career is paramount in achieving your lifestyle and financial goals. These are often the years where setting yourselves up for the future is your focus. It often the time when many may go it alone and start their own business.It’s also the stage in life when you’re the most time poor; busy raising a family, putting in the extra hours so you can advance at work so you can pay off the mortgage on the family home, pay school fees maybe save for the annual family holiday. Your family’s security is your top priority. You need to know your well laid plans don’t get upset by illness or even family tragedy. Protection of your family’s health and financial position is your greatest concern.At this stage you need more comprehensive advice. You have many balls in the air and you need to ensure you don’t drop any of them.

How we can help

  • Identifying goals and objectives
  • Cash flow; analysis & monitoring
  • Debt management; mortgages, car loans
  • Budgeting strategies
    • Fixed expenses – rent, bills, food, managing your debt
    • Fun expenses – family holidays
    • Future expenses – another car, planning your wedding, building the deposit for your first home or investment property
  • Saving strategies
  • Superannuation strategies
  • Tax planning strategies
  • Government family allowances
  • Estate planning strategies
  • Asset & income protection i.e. Life & Income Protection insurances
  • Education funds
  • Investment structures
  • Retirement planning
  • Borrowing to invest
  • Financial modelling
  • Self Managed Super Funds
▶︎ CASE STUDY: Family Years

Testimonials

Alison
★★★★★
Have been using Life Financial for 3 years now and Marijana has repeated provided us with the best possible strategies for our changing situations. We believe that the LFP team consider our financial security just as important as their other clients. Marijana, Mei and Donna have been very kind, easy to talk to and responsive to my calls and emails. We definitely recommend LFP without hesitation.
Lee-Anne
★★★★★
We have been seeing LFP for about 10 years now! We are so appreciative of their service and reminders to look after our financial future. It is a relief to leave our superannuation investments and insurances in their very capable hands. Would recommend them to anyone who does not already have a financial advisor.
Miss Vae
★★★★★
We have been clients of Marijana and team for a few years now and they have been nothing but professional, caring and informative. Marijana is always happy to answer all of our questions and kept the process worry-free for us. We always look forward to seeing the team every year for our review. Thank you for everything you do for us 😊
Alastair
★★★★★
We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!
Jude
★★★★★
We are so incredibly grateful for the personal but very professional advice given by Marijana and Mei. After a lifetime of medical bills, transition to retirement was looking grim, but after meeting with the team at Life Financial Planners a few years ago, they really listened to our personal circumstances and we now have a clear, positive path.
Neil
★★★★★
We have been clients of Marijana and the team since 2006. During this time I have retired from working - a daunting time for most of us. The transition to retirement was quite smooth, thanks to the very professional advice we received. We have no hesitation in recommending Life Financial Planners to anyone seeking assistance with their financial planning needs.