LIFE Financial Planners is a West Australian business focused on helping our clients become financially secure, providing financial advice to help them to live their best lives. We work alongside our clients to help articulate goals that align with their values and define what's important to them. We work together to refine these goals and then prioritise them.
Sometimes we have to choose one over another. After the initial consultation, our team works to map out a plan on how we can work together to achieve these goals. The financial plan is just the beginning of our relationship. Working with a Financial Adviser will give you peace of mind every step of the way knowing someone is there with you, giving you advice.
Sometimes we have to choose one over another. After the initial consultation, our team works to map out a plan on how we can work together to achieve these goals. The financial plan is just the beginning of our relationship. Working with a Financial Adviser will give you peace of mind every step of the way knowing someone is there with you, giving you advice.
Services
About
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Increasingly we are regarded as a leader in providing fee-based consulting services. This approach aligns our interests with those of our clients, ensuring a high level of personal attention and care. We specialise in personalised financial strategies tailored to meet your individual needs and goals.
Our Team
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Marijana has over 22 years of experience in the financial services industry and has been advising clients since 1997. After initially commencing her career in Stockbroking, Marijana moved into Financial Planning in 1999. Marijana has completed a Bachelor of Business and a Graduate Diploma in Financial Planning through FINSIA and is also a fellow of the Institute of Company Directors and is an accredited SPAA SMSF Specialist Adviser.
Testimonials
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I have been a client of Marijana's for over ten years. At our latest review I mentioned in passing that I had had a melanoma removed 7 years ago. Even though I have had trauma insurance in place for some time, I never thought I could claim on something like that as it was removed and I haven't had further problems.
How We Can Help You
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To provide you with personalised tailored advice we follow a structured six-step advice process. We guide you through every stage of the process, always ensuring you're comfortable at each stage and that we are on track to meet your financial objectives. Explaining how our process works and gathering the relevant financial information from you.
Family Years
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It's also the stage in life when you're the most time poor; busy raising a family, putting in the extra hours so you can advance at work so you can pay off the mortgage on the family home, pay school fees maybe save for the annual family holiday. Your family's security is your top priority. You need to know your well laid plans don't get upset by illness or even family tragedy.
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