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Life Financial Planners Pty Ltd

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Life Financial Planners Pty Ltd

Overview:

Life Financial Planners was established in October 2004 with the objective of providing comprehensive quality advice, investment solutions and wealth management to individuals, executives, professionals and small business owners.

Increasingly we are regarded as a leader in providing fee-based consulting services. This approach clearly aligns our interests with those of our clients, ensuring a high level of personal attention and care.

Our wealth management process goes beyond just investment advice our solutions encompass all of the financial needs through three phases of our clients’ financial lives: wealth accumulation; wealth preservation and wealth transfer.

As an independently owned and operated firm we have no ownership links with fund managers or product manufacturers. This enables us to provide strategic and investment advice without fear or favour.

Very simply, our sole interest is to help our clients make smart decisions with their money.
Our Philosophy:

Enhance the quality of our clients’ lives by providing financial peace of mind and providing the means to achieve their long term financial goals. Being open, honest and fair in all our dealings with our clients, we seek to always understand what is truly important to our clients and to be objective in our advice.

We work towards exceeding our client’s expectations.

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