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ABOUT US

We are a family friendly, fee for service, financial services practice based in Bondi Junction with a community feel. We endeavour to give back 10% of income generated to charities.

We specialise in providing affordable accessible financial advice to time poor, busy professionals and can help with:

Saving for your first home, investment property, education for your children or lifestyle choices through sound investments

Protecting yourself and your family in the face of adversity through insurance

Retirement planning through Superannuation and Self Managed Super Funds (SMSF)

Ensuring your wealth is passed on to your loved ones through estate planning

Corporate super and small business financial needs

Upskilling on financial literacy including a well published freelance writer available for blogs and mainstream print media.

We have an extensive network of mortgage brokers, accountants and solicitors we work with to address all your financial needs in a 'one stop shop' fashion.

Check out our website at www.life-plan.com.au and follow us on Twitter or Facebook, you can read our recent blogs, subscribe to our free e-Newsletter or just see what we're up to this month.

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Quoted on:18 jobs
Last Quoted:Almost 8 years ago
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Member since:2012

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