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.
We specialise in the management, guidance and advice required to maintain larger portfolios for our clients.
We spend as much time as is needed to help you work through and clearly identify your goals. We then help you understand what steps are required in order to ensure that you have the best possible chance at achieving your personal financial goals for the future.
We do not take the one size fits all approach common in the banking and industry super fund sectors. LifeTime Financial Group is a privately owned medium sized boutique financial planning firm in Melbourne. With more than 50 years combined experience, we provide ongoing financial advice and management for a wide range of needs.
We pride ourselves on being completely transparent about all costs. You will always know exactly what you are paying for. And you will always understand the financial planning advice benefits to you prior to making a commitment.
Our Financial Planners are highly qualified. Not just in academic terms but also experience with various types of clients and financial planning strategies. We have developed the fine art of actually listening to a client’s needs and concerns.
Through an ongoing engagement process, our clients, in turn, develop a level of understanding and are empowered to make informed judgments and decisions with clarity about their financial needs and futures.
In most cases, financial planners are corralled into using research funded for by the “Corporations” that either own or dictate the behaviour of the financial planner and their recommendations. We source our research ourselves completely independently. This ensures that our recommendations are not only considered but are also in our clients best interests.
For more detail on our investment philosophy, please click here
Time goes on and circumstances and needs change. The final step in our advice process ensures your financial plan remains on track, by providing you with regular ongoing financial planning advice. We design an ongoing service programme to ensure your plan remains up to date as your life changes and so you can obtain the benefits of ongoing reliable advice.
