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

  • The financial effects of divorce for those over age 50 News   -   05 November 2020

    Managing a divorce is tough at any time but when it affects couples over the age of 50, it can have more complex financial implications. We identify some of the financial issues and ways to deal with them in this tough time.

  • The rules governing gifts from SMSFs Article   -   31 July 2020

    This article explains the restrictions on SMSF trustees giving financial assistance to members or relatives. It includes four examples to explain how these rules can apply.

  • 2018 Year In Review News   -   24 December 2018

    With the 2018 Calendar year coming to a close, we thought we might take a moment to recap the year that’s been. After years of stability and complacency, volatility crept in the front door of financial markets and made its presence felt. Volatility in equity markets (February & October), volatility in Property (House Prices), volatility also experienced in currency markets and cryptocurrencies.

  • Investment Mix Available in your Super News   -   16 October 2018

    Super is a long-term investment and super funds invest our money with the intention of growing our funds for the future. Many super funds offer a range of investment options you can choose from and what you choose will depend on how much risk you are willing to take.

  • 5 Steps to Building your Wealth News   -   10 October 2018

    With constant changes in the economy and the fluctuations in the market we’re always looking for ways to continue to build our wealth. To be able to build we need to have a starting point. While everyone is different financially, we can all use these basic 5 building blocks as our foundation to help us grow financially.

  • 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