Investing Services: Grow Your Wealth with Expert Advice

Investing

The first two steps of ASIC MoneySmart’s ‘Golden Rules of Investing’ are straight forward. They are:

Pay off your debts first — pay off any loans, like a credit card or personal loan, before you invest.
Have emergency savings — aim to have enough set aside to cover three months’ expenses, so you won’t have to sell an investment if you need cash quickly.

Once you have that under control, LIFE Financial Planners are very well placed to help you work towards living your best life. We will work with you through our six-step process to discuss what you want to achieve and your attitudes towards investment risk. LIFE Financial Planners can design an investment asset allocation specifically tailored to you, which we implement and monitor regularly. Asset allocations and recommended investments are regularly researched and analysed, to ensure the recommendations we make are current and relevant to you. With ever changing market and economic conditions we know how vital it is to stay up to date with current information and opportunities. At each of your regular portfolio reviews we provide research for all of your recommended investments and we explain to you the reasoning for all recommendations. It’s essential to know your portfolio is researched, structured and most importantly, tailored to you and your goals.

Risks and Returns

Understanding the Risks and how that impacts your Returns Setting realistic expectations of what you can expect from your investment is paramount. The level of risk you are prepared to take will impact long term on the returns that you can expect from those investments. Understanding the risk rewards ie returns is the cornerstone to investing. We’ll educate you, set realistic expectations and manage your emotions through the ups and downs of markets.

Testimonials

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.

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.

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 😊

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

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.

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.