Transforming Lives with Tailored Financial Advice in Perth

Aligning Client’s Aspirations with Our Expertise

Our approach is simple yet effective – we collaborate closely with our clients to understand their unique financial aspirations and values. By determining clear goals and priorities, we lay the groundwork for a comprehensive financial plan that’s tailored to your needs.

From wealth creation and management to retirement planning in Perth, our team will work to create a bespoke tailored strategy that aligns with your long-term goals and objectives – how you want to live your life. With one of the Top Financial Planners in Perth, LIFE Financial Planners, by your side, you can navigate life’s financial complexities with confidence and clarity.

At LIFE Financial Planners, our team of experienced Perth financial advisers specialise in retirement planning, offering personalised strategies to help you secure a prosperous future. We’re also proud members of the Association of Independently Owned Financial Professionals, who are dedicated to empowering West Australians to find approved financial planners.

Guiding You Through Life’s Journey

Life is full of twists and turns – many of those will be happy and with intent, but there will also be difficult, trying times. With the right financial guidance, you can embrace each adventure with confidence and support. Our commitment to excellence extends beyond mere financial advice – we’re dedicated to providing unparalleled service and support at every stage of your journey.

As recognised finalists for Best Client Servicing Company in the Independent Financial Adviser Excellence Awards, we take pride in our track record of delivering exceptional results and client satisfaction. With LIFE Financial Planners, you can rest assured that your financial well-being is in capable hands.

Your Partner in Financial Empowerment

At LIFE Financial Planners, we understand that financial planning is not just about retirement – it’s about achieving your dreams and aspirations every step of the way. Whether you’re planning for major life milestones or navigating unexpected challenges, our team is here to provide expert guidance and support.

The best time to start planning for your future is now, and we are here to help you take the first step. Speak to a planner at LIFE Financial Planners today, and let us help you turn your financial goals into reality.

We help you prepare for the rest of your life!

Testimonials

Have been using Life Financial for 3 years now and Marijana has repeated provided us with the best possible strategies for our changing situations. We believe that the LFP team consider our financial security just as important as their other clients. Marijana, Mei and Donna have been very kind, easy to talk to and responsive to my calls and emails. We definitely recommend LFP without hesitation.

We have been seeing LFP for about 10 years now! We are so appreciative of their service and reminders to look after our financial future. It is a relief to leave our superannuation investments and insurances in their very capable hands. Would recommend them to anyone who does not already have a financial advisor.

We have been clients of Marijana and team for a few years now and they have been nothing but professional, caring and informative. Marijana is always happy to answer all of our questions and kept the process worry-free for us. We always look forward to seeing the team every year for our review. Thank you for everything you do for us 😊

We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!

We are so incredibly grateful for the personal but very professional advice given by Marijana and Mei. After a lifetime of medical bills, transition to retirement was looking grim, but after meeting with the team at Life Financial Planners a few years ago, they really listened to our personal circumstances and we now have a clear, positive path.

We have been clients of Marijana and the team since 2006. During this time I have retired from working - a daunting time for most of us. The transition to retirement was quite smooth, thanks to the very professional advice we received. We have no hesitation in recommending Life Financial Planners to anyone seeking assistance with their financial planning needs.