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Lifetime Advice

Overview:

Welcome to Lifetime Advice.

We provide the full range of financial planning, taxation and legal services to all of our clients. Through our licencing arrangement with Dover Financial Advisers, we enjoy access to a huge reservoir of technical expertise and practical experience and we love sharing this resource with all of our clients. Our expertise ranges across investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

History:

Lifetime Advice is a boutique financial planning firm that has been providing financial advice and solutions for more than 15 years.

Put simply, we love what we do.

We provide a full range of financial planning, taxation and legal services to all of our clients. Through our licencing arrangement with Dover Financial Advisers, we enjoy a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

Our team operate with the highest level of professionalism and personability to ensure that we craft practical solutions to all of your financial challenges. We are committed to continuous improvement, and spend several hours each week maintaining and extending our knowledge base so that you can be sure that our advice is relevant, timely and of the highest quality.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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