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

  • You can borrow within your SMSF … but is it a good idea? Article   -   04 March 2022

    Australians love affair with debt has made its way into the superannuation sector with members being able to borrow funds to invest. This article discusses whether borrowing through a Self-Managed Super Fund would be a good fit for your wealth accumulation objectives.

  • Quarterly economic update Sept – Dec 2021 News   -   14 January 2022

    Following the come back of local state economies following lockdown has been met with Omicron (a new word for most of us) amidst a drop in unemployment

  • 6 members allowed in SMSF from July 1, 2021. Beware of unintended consequences Article   -   05 October 2021

    You may not be aware that SMSF funds can now have up to 6 members (From 01/07/2021). Whilst this may appear to be a feasible option for extended family or business partners, Tony Zhang's article on Craig Day's technical update (Colonial First State) is interesting from an unintended consequences perspective. Greater care should be exercised around managing the fund's investment strategies and preferred outcomes for its original members.

  • Is the Woolworths offer reasonable for people who are retired? Article   -   27 August 2021

    Woolworths has announced a $2B off-market buyback. Is this something you should be considering?

  • 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.

  • 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