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LIFP Consultants Pty Ltd

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LIFP Consultants Pty Ltd

Overview:

LIFP is a Newcastle NSW based professional advisory service established in 1994 with the merger of two separate practices owned by Rob Jason and Tom McDermott. Brett Puxty joined the business in 2008 merging his existing client base with LIFP Consultants Pty Ltd. Tom retired from the business in 2009. In July 2011 Bentleys (Newcastle) Financial Services Pty Ltd (BFS) merged with LIFP and the new combined business will continue to be known as LIFP Consultants Pty Ltd. With the merger of BFS and LIFP Rex Bell re-joins LIFP bringing with him his PA Bernadette Kehde.

The firm is committed to long term client relationships built on service, empathy, loyalty and trust with the aim of safeguarding the financial future of its clients.

LIFP advisers have access to the resources of Aon Hewitt Financial Advice Limited. However they are all self-employed, independent business people.

This delivers two major benefits to LIFP clients:

Peace of mind in dealing through a large and internationally respected Australian icon.
Tailor made personalised service able to adapt to your changing circumstances in a way only small business can deliver.
LIFP looks after the financial interests of both private and corporate clients. None is too big or too small.

All of our advice is given in writing in compliance with the rules and guidelines of bodies such as ASIC.

You can rely on this advice not only being appropriate, but also designed to meet your specific needs and objectives.

Our operations and client interactions are based on the following golden rules:

Know your client
Provide quality advice backed by independent research
Professionally prepare communications
Ongoing education of our team to ensure the services and advice provided to you continues to be the best available
Commitment to ongoing review of your affairs
We are here to help with the accumulation and protection of your wealth.

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