Lifegro Financial Planning
About the Business
Welcome to Lifegro Financial Planning, located at 21/199 Balcatta Road in Balcatta, Western Australia. As a trusted institution in the field of accounting, establishment, finance, and insurance agency, we are here to provide personal financial guidance and advice to individuals in every stage of life.
At Lifegro Financial Planning, we understand that managing your finances can be overwhelming and complex. That's why our team of experienced and qualified professionals, including Nigel Owen (ARN 236520), Claudia Gould (ARN 1273049), and Lifegro Pty Ltd ABN 25 113 414 814 / ARN 411643, are here to assist you.
As authorised representatives of Privest Licensee Services Pty Ltd AFSL 526603 | ABN 89 643 697 910, we are committed to providing you with the highest level of service and expertise. Whether you are just starting your career, planning for retirement, or navigating through major life events, we have the knowledge and resources to help you make informed financial decisions.
Our comprehensive range of services includes financial planning, investment management, retirement planning, superannuation advice, insurance solutions, and more. We take the time to understand your unique goals, aspirations, and concerns, tailoring our strategies to align with your specific needs.
At Lifegro Financial Planning, we prioritize transparency, integrity, and professionalism in all our interactions. We strive to build long-term relationships with our clients, providing ongoing support and guidance as your financial situation evolves over time.
Located in the vibrant city of Balcatta, we are conveniently situated to serve clients throughout Australia. Whether you prefer face-to-face meetings, phone consultations, or virtual appointments, we are flexible in accommodating your preferences.
Take control of your financial future and partner with Lifegro Financial Planning today. Contact us to schedule a consultation and let us help you achieve your financial goals with confidence and peace of mind.
Photos
Location & Phone number
199 Balcatta Road, Balcatta, Western Australia 6021, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I used Lifegro this past spring when we purchased our first home. Nigel, and his team, created a plan that addressed all of our financial concerns and even helped us figure out other areas we were really weak in. We went in for income protection and life insurance, but came out with a better understanding of our finances as newlyweds. They were so kind to us the entire way through, and we both felt equally listened to during our meetings. I cannot stress enough how thorough, honest, and knowledgeable they were! Also, they were just really pleasant to work with. Our financial needs are pretty small at the moment, with just the two of us, but I can say that as they grow, I know we will choose to work with them again. Thank you again for all your help!"
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