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Our Services

Here at Financial Lifetime Solutions we aim to provide high quality personalised service and tailored financial advice to suit your individual needs.

Our fundamental aim is to provide you with a long term vision and short term goals to remain on track to secure your financial future.

What does it cost to have a Statement of Advice (Financial Plan) prepared?

The cost of a Statement of Advice is highly variable depending upon your personal situation. For this reason, we do not advertise a fee schedule.

It would be remiss of us to make an assumption about your personal circumstances, financial situation and personal risk, goals and aspirations without first meeting with you.

Please read our Financial Services Guides which provides an outline of our fees and services.

What is Financial Advice?

Saving - Making a budget, setting saving goals.

Investing - Investing inside and outside of superannuation to build wealth. Tax effective Investing.

Budgeting - Weekly and Monthly Budgeting, understanding your particular cash flows.

Debt - good and bad debt, debt recycling.

Protecting Assets and way of life - Personal tailored insurances for singles, couples and children.

Transferring Assets - Estate management, use of family trusts.

Please select from our list of services to find out how we can help you.

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