Retirement Planning

Retirement Planning

“We have both retired in the last few years and have had many dealings with Centrelink and the assistance and intervention of LIFE in these matters has been very comforting indeed.” Trevor and Ronda, Gooseberry Hill.

LIFE Financial Planners specialises in helping our clients plan for, enter and enjoy their retirement. It’s really never too early to start planning your retirement. Not only can we set up and initiate an Account Based Pension on your retirement, we can also help those heading towards this with a Transition to Retirement (TTR) Pension. TTR Pensions allow you to draw income from a pension if you are over preservation age but still working. We can tailor a plan based on your individual needs to make the transition from work to retirement as easy as possible. For those in receipt of government benefits, LIFE Financial Planners can also often deal with Centrelink on your behalf. We know it can be stressful and time consuming to maintain your benefits so allowing us to take on some of the burden can really help.  

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Testimonials

Alison
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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.
Lee-Anne
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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 😊
Alastair
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We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!
Jude
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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.
Neil
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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.
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