Life Values

Welcome to Life Values Financial Planning, a boutique financial planning firm dedicated to providing personalized financial planning advice to individuals and families across Australia. Our team of experienced financial planners work closely with clients to understand their unique financial goals and objectives, providing tailored guidance and support to help them achieve financial independence.

Our Story

At Life Values, we believe that financial planning is not just about managing money; it's about achieving what's most important to you. Our journey began over 30 years ago, with a commitment to providing fee-for-service financial planning advice that puts our clients' goals first. Today, we are proud to be a trusted partner for countless individuals and families, helping them navigate the complexities of personal finance and achieve their aspirations.

Our Services

Our comprehensive range of services is designed to help you achieve financial independence and security. From saving for a first home to building investments and superannuation, and eventually, retirement planning, we provide expert guidance and support throughout every stage of your financial journey. Our services include:

• Personalized financial planning advice
• Savings and investment strategies
• Superannuation and retirement planning
• Income protection and life insurance
• Aged care financial planning
• Ongoing coaching and support

Our Values

At Life Values, we operate based on four core values that reflect our commitment to our clients:

• Truthful: We believe in transparency and honesty in all our dealings
• Helpful: We are dedicated to providing guidance and support to help you achieve your goals
• Approachable: We strive to create a comfortable and welcoming environment for our clients
• Sustainable: We focus on providing long-term, sustainable financial solutions that align with your values and goals

Why Choose Us

At Life Values, we understand that every client is unique, with their own goals, aspirations, and challenges. That's why we take a personalized approach to financial planning, tailored to your specific needs and objectives. Our experienced team of financial planners are committed to providing expert guidance and support to help you achieve financial independence and security.