My Way

My Way

Are you an astute investor, a SMSF Trustee, a sophisticated investor or someone who simply likes to DIY? Maybe you know what you want and more importantly, what you don’t want. That’s more than OK. We are more than happy to work with you, as directed by you. This is referred to as scaled advice and you can tell us exactly what you want. We refer to it as ‘My Way’. My Way is a service is for people who want to do it their own way. As we said, not everyone wants a comprehensive service. Some people know exactly what they want and that’s great, we can certainly work with you. We can provide advice and services to you as and when you require. Fees will be based on the time and complexity and level of involvement that you require.

Our service includes and is paid for per service:

  • New super funds
  • Review of existing super fund/s
  • Super switching
  • Superannuation contribution strategies
  • Salary sacrifice strategies
  • Re-contribution strategies
  • Retirement savings analysis
  • Minimising tax on withdrawals
Self-Managed Superannuation Funds
  • Establishing a SMSF
  • Review of an existing SMSF
  • Investment Strategies
  • Investment reviews
  • Small business CGT concessions strategies
Retirement Income Streams
  • New account based pensions
  • Review of existing pension
  • Transition to Retirement strategies
  • Retirement income strategies
  • Savings plans
  • New investments
  • Education savings plans
  • Gearing strategies
  • Investment/insurance bonds
Cashflow & Debt Management
  • Reviewing your cashflow
  • Cashflow strategies
  • Debt consolidation
  • Debt reduction
  • Capital funding strategies
  • Cash reserve strategies
Estate Planning
  • Identifying issues
Aged Care
  • Accommodation strategies
  • Centrelink maximisation strategies
Personal Risk
  • Identifying your insurance needs
  • Review of existing insurances
  • Life insurance
  • TPD insurance
  • Trauma insurance
  • Income protection insurance
  • Business expenses insurance
  • Redundancy and termination payment strategies
Financial Modelling We are able to prepare financial projections to demonstrate the outcomes of your desired strategy. This is particularly useful when you want to compare a number of scenarios such as keeping an investment property or selling it or to identify how much you will have for your retirement. Maybe you just want to know when you may be able to afford to your first home or investment property. Financial projections can be fully customised to meet your requirements.

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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.
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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
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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 😊
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We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!
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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.
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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.