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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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.
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LifeTime Financial Group | Bayside’s Highest Rated Financial Planners Article - 29 August 2025
Discover why LifeTime Financial Group is the Bayside’s leading financial planning firm. With over 45 five-star Google reviews, decades of experience, and transparent fee-for-service advice, we’re trusted to help families, professionals, and retirees achieve their goals.
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Protecting Your Privacy: A Safer Approach to Financial Communication News - 11 November 2024
Lifetime Financial Group is committed to protecting your privacy. To enhance security, we're limiting personal information shared via email. Discover how our secure Client Vault and Annature platform provide a safer way to access, share, and sign important financial documents.
