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.

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Latest News & Cases

Budget Breakdown: How the 2024-2025 Australian Budget Affects You Article - 18 May 2024

Confused by the Federal Budget? Don't worry! This guide explains key measures like cost-of-living relief, tax changes, and housing initiatives. Learn how the budget could impact your finances.
Stage 3 Tax Cuts: Keep More of Your Money! Expert Tips to Save News - 14 May 2024

Australia's Stage 3 tax cuts are coming! Learn how to benefit with lower tax rates and strategic planning. Maximize your savings, manage debt, and boost your super. Get expert tips to make the most of the new tax system.
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 Article - 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