At LifeTime Finanvial Group, we offer expert guidance and support for both seasoned investors and those new to the market. As a full-service stockbroker, we take pride in providing personalized investment advice that suits your investment goals and preferences.
Our broader service offering.
We offer a wide range of stock broking services including;
- Premium Research
Our external specialised research team is a market leader. All of our recommendations are supported by comprehensive external research, tailored to your specific circumstances.
- Personalised Stock Portfolios
We offer guidance on selecting either individual shares or constructing a portfolio, customized to meet your unique investment objectives.
- Professional Portfolio Management
LifeTime Financial Group offer a bespoke direct portfolio service.
This is a comprehensive service designed for clients who require a full service including ongoing management, reporting and reviews. For more information on this service, please click here.
- Portfolio Migration Services
Transferring your portfolio to LifeTime Financial is a simple process. Schedule an appointment with one of our advisers and bring a copy of your current portfolio (if Chess Sponsored) or holding statements (if Issuer Sponsored). We'll handle the rest.
Migrating your portfolio to our platform will make it easier for your adviser to assist you with future administration, buying, and selling of shares.
Why not take the next step and talk to one of our qualified advisers?
LifeTime Financial Group are specialist (holding appropriate accreditations) advisors who are ideally positioned to assist those considering a direct equities portfolio.
If you would like to discuss this further, why not call us today on 03 9596-7733? There is no cost or obligation for our initial conversation/meeting.
Alternatively, please make an appointment using our online Book an appointment (Blue button above)
LifeTime Financial Group. A leading privately-owned Melbourne-based Financial Planning practice with no ties to any financial institution.