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LIFE Financial Planners
643 Murray Street, West Perth, Western Australia, Australia
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About LIFE Financial Planners
Welcome to LIFE Financial Planners, a leading establishment in West Perth, Australia. Located on Murray Street, our institution is dedicated to helping our clients achieve financial security and live their best lives. As finance experts, we provide comprehensive financial advice tailored to your individual needs.
At LIFE Financial Planners, we believe in working closely with our clients to understand their values and goals. Together, we articulate and refine these goals, prioritizing them to create a customized financial plan. Our team of experienced professionals will map out a strategy on how we can work together to achieve these goals, ensuring your financial success.
But our relationship doesn't end there. We understand that financial planning is an ongoing process, which is why we offer continuous support and guidance. With a dedicated Financial Adviser by your side, you can have peace of mind knowing that you have someone to provide advice and assistance whenever you need it. We celebrate your achievements and help you navigate any challenges that life may throw at you, ensuring that you make the most out of your journey.
At LIFE Financial Planners, we are committed to providing the best advice and ongoing service to our clients. Our track record as national finalists for Best Client Servicing Company in the Independent Financial Adviser (IFA) Excellence Awards for three consecutive years speaks for itself. We strive to keep our clients updated, on track, and comfortable as we guide them towards their financial goals, allowing them to live their best possible life.
It's important to note that financial planning is not just about retirement. We are here to assist you every step of the way, from managing your day-to-day finances to planning for major life events. Whenever you're ready to take control of your financial future, the best time to start is today. To get you started, we offer a complimentary first consultation at our cost.
LIFE Financial Planners is proud to be a member of the Association of Independently Owned Financial Professionals. As trusted Financial Advisers specializing in retirement planning, we are dedicated to providing top-notch service to our clients in Perth and beyond.
Join us at LIFE Financial Planners and let us guide you towards financial security and a fulfilling life. Contact us today to schedule your first consultation.
Photos of LIFE Financial Planners
12/643 Murray St, West Perth WA 6005, Australia
Opening hours of LIFE Financial Planners
Monday:
09:00 - 16:30
Tuesday:
09:00 - 16:30
Wednesday:
09:00 - 16:30
Thursday:
09:00 - 16:30
Friday:
09:00 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of LIFE Financial Planners
"We are so incredibly grateful for the personal but very professional advice given by Marijana and Mei. After a lifetime of medical bills, transition to retirement was looking grim, but after meeting with the team at Life Financial Planners a few years ago, they really listened to our personal circumstances and we now have a clear, positive path. They ensure our investments are sound and reacted quickly when COVID struck, plus help us navigate government departments and different superannuation funds, including GESB. Can’t thank them enough!"
"We have been clients of Marijana and the team since 2006. During this time I have retired from working - a daunting time for most of us. The transition to retirement was quite smooth, thanks to the very professional advice we received. We have never felt that Marijana has ever been "pushy" and, in fact, she goes out of her way to clearly explain the strategies, going forward. We have no hesitation in recommending Life Financial Planners to anyone seeking assistance with their financial planning needs."
"My husband had retired and we really had very little or no idea of how we should invest our Super.We were totally confused as to what we should do next for this new phase of our lives. Marijana Ravlich had been recommended to us by someone I trust explicitly so we set up an introductory appointment with Life Financial Planners to see how we felt. Once we spent time with Marijana and Mei we instantly felt relieved and knew we were on the right track! They are very approachable which made it all so much easier! This was almost 2 years ago and Marijana has given us a structured plan including investments and entitlements which suit us personally along with regular updates and reviews. We both highly recommend Life Financial Planners for piece of mind and a secure future! Dan and Paula Lievense"
"We have been with Marijana and the team at Life Financial Planners for many years. Their professional and friendly approach make them a pleasure to deal with. We greatly value their advice and service and would highly recommend them."
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