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

  • Quarterly economic update April – June 2021 News   -   17 July 2021

    With unemployment rates decreasing, housing prices rising and the share market performing strongly, the last quarter has been very positive for the economy and investors alike. In this article, we summarise the key standouts from the April to June 2021 quarter.

  • Could an increase to your super contrubutions result in a pay cut? Article   -   17 July 2021

    Superannuation guarantee contributions increase from 9.5% to 10% from 1 July 2021. While good news for everyone's retirement benefits, there could be some employees who feel the impact via a reduction in their pay packet. We explain the changes in SG rate, salary differences, and options available to those who are affected by a reduction in their take-home pay.

  • The end of the financial year is upon us - have you considered... Article   -   16 June 2021

    Whether you're nearing retirement, a high-income earner looking to reduce your taxable income, or you're on a lower income and looking for ways to maximise your super contributions; there are a few things you can consider at tax time. Read this article to finish this financial year on the right foot

  • Covid minimum Pensions continuing to 30/06/2022 News   -   31 May 2021

    A continuation of the Covid minimum Pensions have been extended to the 21/22 financial year

  • Highlights of the 2021 Federal Budget News   -   13 May 2021

    Greater flexibility for older Australians to boost superannuation, continued support for small business, and extra help for struggling homebuyers are key drivers in the Federal Government’s 2021 Budget, designed to steer Australia away from a pandemic recession.

  • 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