The financial planning process

We pride ourselves on our ability to listen to our clients and to engage with them on their financial planning journey. Our measured financial planning process ensures that you are engaged from the very first step.

The financial planning process is a partnership between you and the planner you choose to work with. Anthony Stedman, Principal of LifeTime Financial Group Pty Ltd and Melbourne Financial Planner notes “We take that advice and guidance role very seriously”.

The levels and types of Financial Planning advice we provide depend entirely on your needs and goals.

Our high caliber Financial Planners have had many years experience managing individual clients needs and aspirations. For a more information on our planners and their areas of expertise, please click here. Equally, our support staff all have significant experience in the delivery of excellent financial planning advice and outcomes to our clients.

Because we are not owned by a bank (or any other institution), our advice is not unduly influenced in any way.

Our Guiding Advice Principles:

Clarity

Through our discovery process, together we unearth your vision, values and goals, providing a platform for success.

Expertise

Combining our own internal specialist skill sets and where required, engaging external expertise to provide meaningful, easy to understand and appropriate financial solutions.

Integration

Integrating your financial solutions under a fully transparent fee structure anchored to your vision for the future.

Our Values:

Respect

Caring for our clients and people at all times.

Integrity

Acting with integrity at all times; our word is our bond.

Success

Successful team, successful individuals, successful clients.

Excellence

The highest quality performance and professionalism (Degree and CFP Qualified) 

We believe that our professional approach is very important to our clients peace of mind. To find out more about the associations we belong to please visit the following external bodies:

The Financial Planning Association
The Self managed Superannuation Fund Association