Lifetime Financial Group is a Financial Planning firm based in Melbourne, managing the financial needs of busy Australian investors. We are not owned by any financial institution, insurer, bank or other sales driven organisation. Our Melbourne Financial planners are all accredited and hold formal qualifications in our specialties through major Australian universities.
With unemployment rates decreasing, housing prices rising and the share market performing strongly, the last quarter has been very positive for the economy and investors alike. While good news for everyone's retirement benefits, there could be some employees who feel the impact via a reduction in their pay packet.
With unemployment rates decreasing, housing prices rising and the share market performing strongly, the last quarter has been very positive for the economy and investors alike. While good news for everyone's retirement benefits, there could be some employees who feel the impact via a reduction in their pay packet.
Services
About
Report
At LifeTime Financial Group, we believe our clients value our financial advice. Unlike most financial planning businesses, we have deliberately divorced ourselves from the vertical integration model used by so many other financial planning groups. We are privately owned, not owned by any financial institution, insurer nor bank, which means we are able to offer our clients quality financial advice.
Financial Planning Services
Report
Throughout the financial planning process we endeavor to make the experience as engaging, simple and straightforward as possible. The prospect of making complex decisions can be daunting. Our pragmatic approach ensures that complex financial planning needs can be put into straightforward and uncomplicated terms without making you feel intimidated by a lack of knowledge or awareness.
Our Financial Planners
Report
At LifeTime Financial Group, we believe our clients value our financial advice. Unlike most financial planning businesses, we have deliberately divorced ourselves from the vertical integration model used by so many other financial planning groups. We are privately owned and not owned by any financial institution, insurer or bank which means we are able to offer our clients quality financial advice.
Our Investment Philosophy
Report
Deep consideration goes into researching, analysing, documenting, implementing and reviewing investment capital. Managing client wealth is a privilege and honoured responsibility. As a result, our investment service is conducted in a manner that matches such importance. Portfolio construction is a necessary part of ensuring you achieve your financial objectives with increased certainty.
What is Financial Planning
Report
We are often asked "What is Financial Planning?" by people who are considering using a financial planner for the first time. We have prepared the following summary to answer that exact question. In essence, we have identified the 5 most important steps that are involved in preparing and implementing a successful personalised financial plan based on your own needs, goals and aspirations and concerns.
Reviews
Be the first to review LifeTime Financial Group.
Write a Review
