Empower Your Financial Journey
At LifeTime Financial Group, we believe that our clients value our financial advice. Unlike most financial planning businesses, we have deliberately divorced ourselves from the vertical integration model used by so many other financial planning groups. We are privately owned, not owned by any financial institution, insurer, bank, or other sales-driven organization. Our Melbourne financial planners are all accredited and hold formal qualifications in our specialties through major Australian universities.
Our Financial Planners
Our team of experienced and qualified financial planners is dedicated to providing personalized financial advice tailored to your specific needs. We take the time to understand your goals and develop a customized plan to help you achieve them. Our planners are highly qualified, not just in academic terms but also in experience with various types of clients and financial planning strategies.
Our Investment Philosophy
We source our research independently, ensuring that our recommendations are not only considered but are also in our clients' best interests. We believe in transparency and pride ourselves on being completely transparent about all costs. You will always know exactly what you are paying for, and you will always understand the financial planning advice benefits to you prior to making a commitment.
Financial Planning Services
Our comprehensive financial planning services include Self-Managed Superannuation, Directly Held Investment Portfolio, Investment and Financial Advice, Transition to Retirement, Investor Retirement Visa, Stock Broking Services, and Superannuation. We specialize in the management, guidance, and advice required to maintain larger portfolios for our clients. We spend as much time as is needed to help you work through and clearly identify your goals.
Ongoing Financial Advice
Staying on track with regular ongoing advice is crucial. We design an ongoing service program to ensure your plan remains up to date as your life changes, and so you can obtain the benefits of ongoing reliable advice. Our financial planners are highly qualified, not just in academic terms but also in experience with various types of clients and financial planning strategies.
Why Choose LifeTime Financial?
We offer peace of mind, transparency, and a listening ear. We take the time to understand your needs and develop a customized plan to help you achieve your goals. We pride ourselves on being completely transparent about all costs, and our independent research ensures that our recommendations are in your best interests.
Major Concerns and Complaints
- Multiple users have reported that the company is using their personal data without consent, selling it, and making it publicly available without authorization.
- Some users have experienced issues with canceling their subscription, with the company allegedly refusing to let them cancel and charging their credit cards repeatedly.
- The company has been accused of fraud and scamming users, with some users advising others to contact their state's Attorney General to file a complaint.
Technical Issues and Bugs
- Several users have reported experiencing bugs and technical issues with the product, which has led to more time being spent on troubleshooting than actual use.
- Some users have reported that the product is "antiquated" and that the support staff is unhelpful, providing conflicting information and being slow to resolve issues.
Praise for the Product and Team
- A few users have reported positive experiences with the product, praising its ease of use, high-quality leads, and integrations with other tools like Hubspot.
- Some users have reported that the product has saved them a significant amount of time and has been useful for lead generation and tracking opportunities.
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