Financial Planners Melbourne
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.
Our Team +Latest News & Cases
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Early Retirement Planning: The Key to Future Financial Comfort Article - 09 December 2025
Early retirement planning dramatically improves financial comfort. Discover why starting now matters and how you can take control of your future today.
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The Cost of Timing the Market | Why Staying Invested Builds Long-Term Wealth Article - 28 October 2025
Discover why trying to time the market often costs investors more than staying invested. Learn how patience, discipline and a long-term strategy can help Australian investors ride out market volatility and achieve better results.
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Government announces major redesign of proposed $3 million superannuation tax (Div 296) Article - 15 October 2025
The Federal Government has announced significant changes to its proposed Division 296 tax on super balances over $3 million, including a new two-tier structure, indexation, and a delayed start to 1 July 2026.
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Wealth Transfer and Estate Planning in Australia. Key Strategies for Families Article - 23 September 2025
Discover how to approach wealth transfer and estate planning in Australia. Learn key strategies for early planning, tax considerations, trusts, and family communication to protect your legacy.
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Aged Care Advice | Financial Planners in Brighton, Melbourne Article - 03 September 2025
Get clear aged care guidance from financial planners in Brighton. We help with home care, residential care, fees, Centrelink and estate planning. Book a chat.
