Your Partner in Financial Empowerment
Welcome to LIFE Financial Planners, your trusted partner for financial planning and wealth management in Perth. Established in 2004, we have built a reputation for providing comprehensive, quality financial advice, investment solutions, and wealth management services to individuals, executives, professionals, and small business owners. Our fee-based consulting approach ensures that our interests are aligned with those of our clients, guaranteeing a high level of personal attention and care.
Our team of experienced financial planners specialises in creating personalised financial strategies tailored to meet your unique needs and goals. We understand that financial planning is not just about retirement; it's about achieving your dreams and aspirations every step of the way. We're committed to providing unparalleled service and support at every stage of your journey, ensuring that you can embrace life's adventures with confidence and clarity.
Our Services
At LIFE Financial Planners, we offer a wide range of services designed to help you navigate life's financial complexities with ease. Our offerings include:
1. Retirement Planning: Our team of experts specialises in retirement planning, offering personalised strategies to help you secure a prosperous future. We work closely with you to understand your unique aspirations and values, creating a bespoke tailored strategy that aligns with your long-term goals and objectives.
2. Cash Flow Management: Our cash flow management services help you take control of your finances, ensuring that you're making the most of your income and assets. We provide expert guidance on budgeting, saving, and investing, enabling you to make informed decisions about your financial future.
3. Investing: Our investment services are designed to help you grow and protect your wealth. We offer a range of investment options tailored to your risk profile and financial goals, providing you with the best possible returns.
4. Superannuation: Our superannuation services help you make the most of your retirement savings. We provide expert advice on superannuation strategies, enabling you to maximise your retirement income and minimise your tax liability.
5. Personal Insurances: Our personal insurance services protect you and your family from financial hardship in the event of illness, injury, or death. We offer a range of insurance options tailored to your needs, ensuring that you're covered when you need it most.
6. Self-Managed Super Funds: Our self-managed super fund (SMSF) services enable you to take control of your retirement savings. We provide expert guidance on setting up and managing your SMSF, ensuring that you're compliant with legal and regulatory requirements.
7. Estate Planning: Our estate planning services help you protect your assets and provide for your loved ones after you're gone. We provide expert advice on wills, trusts, and estate planning strategies, enabling you to create a legacy that reflects your values and beliefs.
At LIFE Financial Planners, we're dedicated to empowering West Australians with approved financial planners. As proud members of the Association of Independently Owned Financial Professionals, we're committed to providing unparalleled service and support at every stage of your journey. Contact us today to learn more about how we can help you turn your financial goals into reality.
Professionalism and Expertise
The clients of Life Financial Planners have given the company a glowing review, praising the professionalism and expertise of Marijana and her team. Several authors have mentioned that they feel valued and cared for, with one stating that "our financial security just as important as their other clients." The team's ability to explain complex financial concepts in a clear and easy-to-understand manner has also been highlighted.
Personal Approach
Clients have praised the personal approach taken by Marijana and her team, with several authors mentioning that they feel heard and understood. The team's ability to tailor their advice to each individual's needs has been particularly appreciated, with one author stating that they have a "structured plan including investments and entitlements which suit us personally."
Trust and Reliability
Trust and reliability are key themes throughout the reviews, with several authors mentioning that they feel confident inMarijana and her team's ability to manage their finances. The team's responsiveness to questions and concerns has also been praised, with one author stating that they "have always been happy to answer all of our questions and kept the process worry-free for us."
Recommendations
The overwhelming majority of clients have no hesitation in recommending Life Financial Planners to others, with several authors stating that they "definitely recommend" the company. One author has even mentioned that they would "highly recommend them to anyone seeking assistance with their financial planning needs."
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