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

  • Understanding Changes to Superannuation Contribution Caps in Australia News   -   22 February 2024

    Learn about the anticipated changes to superannuation contribution caps in Australia, including increases in concessional and non-concessional caps effective from July 1, 2024. Discover how these adjustments may impact SMSFs and individuals' retirement savings strategies.

  • Empower Your Financial Journey: Why Checking Adviser Credentials Matters News   -   29 January 2024

    Discover the importance of verifying adviser credentials on the MoneySmart website for both new and existing clients. Learn how this simple step ensures financial confidence, access to reliable information, and builds trust in the adviser-client relationship

  • 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.

  • 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