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

  • Closing Your Self-Managed Superannuation Fund: A Clear Guide to the Essential Steps Article   -   30 August 2023

    Step-by-Step Guide to Wind Up a Self-Managed Superannuation Fund in Australia

  • Maximizing Your Downsizer Contribution: Expert Insights News   -   30 August 2023

    Discover the crucial 90-day timeframe for maximizing your downsizer superannuation contribution. Expert insights reveal the significance of adhering to this window, covering extensions and essential application scenarios. Learn how external factors play a role and why the proper submission of contribution forms is paramount for successful execution

  • How can a recontribution strategy help my heirs? Article   -   19 July 2023

    A recontribution strategy in Australian superannuation involves withdrawing money from a super account and recontributing it as non-concessional contributions. This strategy aims to reduce taxed elements in super by increasing the tax-free component. It can provide tax savings and aid estate planning.

  • Aussie bank hybrids vs European securities Article   -   30 March 2023

    A comparinson between Aussie bank hybrids Vs. European Secrities

  • Quarterly Economic Update: July-September 2022 News   -   18 October 2022

    Our latest quarterly economic update includes current share market volatility, rising costs of living, world currency markets, and increasing petrol prices. The Australian housing market and interest rates.

  • 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