Our Financial Planners

Financial Advice tailored to your specific needs

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.

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. 

Support Staff

A superb support team is the cornerstone of our ability to deliver exceptional services and outcomes to you, our clients. Largely local, our team has developed strong close relationships with our clients over many years and fully understand the complexities and intricacies of the services and advice we offer.

Whilst planners are often seen as the “face” of the business, our clients recognise and are comfortable with keeping in close contact with our team about their day to day needs, often raising important matters during those conversations.

Our staff bring years of industry qualifications and experience to their roles, ensuring your experience is smooth and pain free.

Support Team +
  • Advice Evolution Awards 2019 - Practice of the Year
  • Advice Evolution Awards 2019 - Innovator of the Year Finalist
  • IFA Excellence Awards Finalist 2017
  • Certified Financial Planner - The Sign of Good Advice
  • CFP
  • SMSF Specialist Advisor
  • AIOFP - Association of Independently Owned Financial Professionals