Investing Services: Grow Your Wealth with Expert Advice

Investing

At Life Financial Planners, we understand that investing is a fundamental component of a well-rounded financial strategy. Whether you’re opting to invest in specific objectives like building wealth for retirement, covering your children’s educational costs or pursuing an asset allocation strategy, our dedicated team in West Perth is here to provide guidance every step of the way.

Before you consider Investing, we highly recommend you prioritise the key financial steps outlined by ASIC Money Smart’s ‘Golden Rules of Investing’, which are:

Debt Management:

Prioritise paying off existing debts, such as credit cards or personal loans before you invest.
Have emergency savings: Establish a safety net by setting aside at least three months’ expenses so you won’t have to sell an investment if you need cash quickly.

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Once you have that under control, our Investment Advisers in Perth are equipped to guide you towards achieving your financial aspirations.

We will work with you through our six-step process to discuss what you want to achieve and your attitudes towards investment risk. LIFE Financial Planners can design an investment asset allocation specifically tailored to you, which we implement and monitor regularly.

Asset allocations and recommended investments are regularly researched and analysed, to ensure the recommendations we make are current and relevant to you. With ever-changing market and economic conditions, we know how vital it is to stay up to date with current information and opportunities.

Risks and Returns

Understanding the Risks and how that impacts your Returns

Setting realistic expectations of what you can expect from your investment is paramount. The level of risk you are prepared to take will impact long term on the returns that you can expect from those investments. Understanding the risk rewards, i.e. returns, is the cornerstone to investing.

At Life Financial Planners, we’re here to support your investments in Perth every step of the journey.

We’ll educate you, set realistic expectations and manage your emotions through the ups and downs of markets. Our team of financial planners are dedicated to tailoring an investment strategy that aligns with your unique goals and aspirations.

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.