Personal Financial Services

1. How We Help

In order for us to provide our clients with tailored and valued advice, we follow a structured six-step advice process.

2. Wealth Protection – Insurance

Protecting the lifestyle you have, is as important as building the wealth to support it. Insurance is about ‘risk sharing’ to minimise the financial consequence of loss to a valuable asset.

3. Superannuation

Superannuation for most people is the backbone of their retirement savings. Think of super as your future lifestyle fund.

4. Self Managed Super Funds

A large and growing part of LIFE Financial Planner’s business is in the area of Self Managed Super Funds, commonly known as SMSF’s.

5. Retirement Planning

We specialise in helping our clients plan for their entry into retirement, thus allowing them to enjoy this stage of their lives without any financial stress.

6. Cashflow & Debt Management

Having access to an adequate and steady cash source is a vital for living. Without access to cash, even the asset rich can encounter problems.

7. Wealth Accumulation

The opportunity to create and build a better financial future is available to most of us. Taking the all important first steps and getting good advice to seize these opportunities is essential.

8. Estate Planning

Estate planning is all about getting the right money to the right people at the right time.