For over 20 years, we have been providing financial planning services in Perth. Our long-standing commitment to empower clients to plan a successful lifestyle all the way through to retirement and beyond. It’s important to understand what the role of and the services we provide as dedicated financial planners are. To help you decide if you should choose to work with us.

What Does a Financial Planner Do?

We will work with you to define your goals and help you to create the lifestyle you would like to live once we understand your goals and objectives and all the resources available to you. We then craft a comprehensive plan to achieve them. Depending on what stage of life you’re at, this could be funding children’s education costs, upgrading the family home, or reducing debt as soon as possible. Ensuring a comfortable lifestyle for your family all the way to your retirement, then managing pensions and withdrawals or planning for long-term care. We will help you to accomplish both your short-term and long-term lifestyle and retirement goals with our tailored strategies. 

Our tasks include: 

• Goal setting  
• Wealth creation 
• Cash flow management 
• Superannuation  
• Tax planning 
• Centrelink 
• Estate planning  
• Insurances- Life & Income Protection 
• Education funds 
• Investment structures 
• Retirement planning 
• Self-Managed Super Fund

Choosing the Right Financial Planner in Perth

So, you’re ready to take the opportunity and seek financial planning. But how do you choose the right financial planner for your needs? It’s essential to ask yourself the tough questions. What are their credentials? Can they provide references? How do they charge? These are just a few of the crucial questions to consider before making your decision. Remember, the right financial planner can make all the difference in achieving your financial goals. Whether you’re preparing for retirement, managing windfalls, or navigating major life transitions, we’ve got the expertise and knowledge to guide you through it all. Plus, we’ll help you steer clear of those so-called “investment gurus” and focus on what truly matters: building a solid financial future.

The Bottom Line

Financial planners aren’t just for the wealthy; they’re for everyone who wants to take control of their financial future. At LIFE Financial Planners, we’re committed to helping you achieve your goals, no matter how big or small. If you’re ready to take the next step towards financial freedom, don’t hesitate to contact Marijana or Mei at our West Perth office by dialling 08 9322 1882. Together, we’ll create a tailored plan that works seamlessly for you.