- Published on 29 Aug 2025
- - What is Financial Planning?
Why LifeTime Financial Group Stands Out in the Bayside area
At LifeTime Financial Group, we know choosing a financial planner is one of the most important decisions you can make. Trust, transparency, and proven results matter. We are proud that our long-standing presence in the Bayside area reflects exactly that.
Our Track Record in Numbers
- ⭐ Over 45 5.0 Star Google Reviews
Our clients consistently rate us at the highest level, with more reviews than most other local advisers in the Bayside area. - 👥 Decades of Service
LifeTime Financial Group has been helping families, professionals, and retirees in the Bayside area for over 40 years. - 🏆 Highly Rated on AdviserRatings
Our advisers, including Anthony Stedman, hold near-perfect scores on AdviserRatings, reflecting strong client satisfaction and peer recognition. - 📈 Fee-for-Service Transparency
We operate on a clear, fee-for-service model, meaning our clients know exactly what they are paying for and why, with no hidden commissions. - Exceptional performance across all our portfolios over 1, 3, 5, 7 and 10 years.
Why Reviews Matter
A single 5-star review is great, but when a firm has dozens from long-term clients with complex financial needs, it shows consistency. With more verified reviews than many boutique Brighton practices, LifeTime Financial Group offers reassurance that our reputation is built on years of quality service, not just a handful of testimonials.
Beyond the Numbers
While reviews and ratings are important, what truly sets LifeTime apart is our approach:
- Personalised Planning: We take the time to understand your goals, values, and family circumstances.
- Trusted Relationships: Many of our clients have been with us for decades and introduce us to the next generation of their families.
- Full Service: From retirement planning and wealth management to estate planning, we provide a holistic view of your financial life. We also specialise in complex arrangements, including testamentary trusts, SMSF and corporate entities using our directly held portfolio service.
- Exceptional returns over many decades with market-leading returns over 1, 3, 5, 7 and 10 years.
Choosing a Financial Planner in the Bayside area
When comparing financial planners, it helps to look at the evidence:
- Are they CFP qualified?
- What is their investment performance like over the past 10+ years?
- How many reviews do they have?
- How long have they been operating?
- Do they offer transparent, fee-based advice?
- Is the Financial Planner you are considering recognised on independent platforms like AdviserRatings?
On each of these measures, LifeTime Financial Group is proud to lead the way in the Bayside area.
Why not take the next step and talk to a qualified and highly experienced financial planner today?
LifeTime Financial Group are specialist (holding appropriate accreditations) financial planner who are ideally positioned to work with you in planning and managing you and your family's personal wealth needs.
If you would like to discuss your current position or wider financial planning needs, why not call us today on 03 9596-7733? There is no cost or obligation for our initial conversation/meeting.
LifeTime Financial Group. A leading privately owned Melbourne-based Financial Planning practice with no ties to any financial institution.