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Lifetime Financial Advisers
       
 
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Additional information
 
Lifetime Financial Advisers
 
 
Profile: 

Lifetime Financial Advisers offers an extensive range of financial services which enable us to create a tailored financial plan, whatever your financial situation.

Our team of professionals offer in-depth knowledge and advice in the following key areas:

   life-stage financial planning;
   wealth creation, including: asset allocation and investment selection; and investment gearing;
   superannuation and retirement planning; and
   risk insurance.

Other services include:

   advice for people changing jobs;
   estate planning;
   corporate and group superannuation plans;
   salary packaging;
   Centrelink entitlements; and
   redundancy planning.
Overview: 

Lifetime Financial Advisers (and its affiliated companies Onimica Financial Planning and Synapse Financial Group Pty Ltd) operate with an uncompromising client focus. We believe over a client’s lifetime that it is important to set long term objectives and to make certain our clients are supported with regular review and update services to ensure that any short term market volatility does not distract them from focussing on- and achieving- their long term goals.

Lifetime Financial Advisers provides a comprehensive range of financial services to meet the needs of clients, whether they are young professionals who require financial advice after perhaps just changing jobs or considering changing careers, to those nearing or considering retirement, as well as people already in retirement.

We provide strategic advice in the following areas:

   Advice to people changing jobs ( consolidating their super , making sure any insurance from your previous employer’s plan is maintained where appropriate
   Superannuation and investment,
   Pre-retirement and retirement ( with a speciality in Transition to Retirement strategies),
   Risk Insurance-  life and income protection insurance and business insurance,
   Maximising superannuation opportunities including advising on and establishing corporate superannuation funds.


 
 
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