Lifetime Financial Group is a Financial Planning firm based in Melbourne, managing the financial needs of busy Australian investors. We are not owned by any financial institution, insurer, bank or other sales driven organisation. Our Melbourne Financial planners are all accredited and hold formal qualifications in our specialties through major Australian universities.
With unemployment rates decreasing, housing prices rising and the share market performing strongly, the last quarter has been very positive for the economy and investors alike. While good news for everyone's retirement benefits, there could be some employees who feel the impact via a reduction in their pay packet.
With unemployment rates decreasing, housing prices rising and the share market performing strongly, the last quarter has been very positive for the economy and investors alike. While good news for everyone's retirement benefits, there could be some employees who feel the impact via a reduction in their pay packet.
Services
At LifeTime Financial Group, we believe our clients value our financial advice. Unlike most financial planning businesses, we have deliberately divorced ourselves from the vertical integration model used by so many other financial planning groups. We are privately owned, not owned by any financial institution, insurer nor bank, which means we are able to offer our clients quality financial advice.
Throughout the financial planning process we endeavor to make the experience as engaging, simple and straightforward as possible. The prospect of making complex decisions can be daunting. Our pragmatic approach ensures that complex financial planning needs can be put into straightforward and uncomplicated terms without making you feel intimidated by a lack of knowledge or awareness.
At LifeTime Financial Group, we believe our clients value our financial advice. Unlike most financial planning businesses, we have deliberately divorced ourselves from the vertical integration model used by so many other financial planning groups. We are privately owned and not owned by any financial institution, insurer or bank which means we are able to offer our clients quality financial advice.
Deep consideration goes into researching, analysing, documenting, implementing and reviewing investment capital. Managing client wealth is a privilege and honoured responsibility. As a result, our investment service is conducted in a manner that matches such importance. Portfolio construction is a necessary part of ensuring you achieve your financial objectives with increased certainty.
We are often asked "What is Financial Planning?" by people who are considering using a financial planner for the first time. We have prepared the following summary to answer that exact question. In essence, we have identified the 5 most important steps that are involved in preparing and implementing a successful personalised financial plan based on your own needs, goals and aspirations and concerns.
Reviews (8)
Brad D.
Oct 12, 2021
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Le Konga De Malonga
Dec 15, 2020
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Lysa G.
Aug 26, 2020
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They have taken my personal and private information and have splashed it throughout the Internet without my authorization! I have been trying to send them emails to have them remove it but I am getting the runaround! I plan on contacting my attorney first thing in the morning to have them remove it! Wish me luck!
Erik Straub
Jan 20, 2019
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I've used multiple different SDR tools over the last 5 years and this is far and away the best value I've received. leads are high quality and affordable. SDR tools have some bells and whistles I don't get value out of, but core functionality is super easy to use. Hubspot integration made my life way easier.
Nick
Dec 27, 2018
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Updated 5/18/18: You need to hire support that actually knows what they are talking about... still taking the "its you, not our product" approach.
Also to note, 3 of your 4, 5 star reviews...are your own employees...
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Updated Again: Still buggy and have ongoing issues.
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Updated Review: Bugs have been fixed and coming out with new features that are great for sourcing!
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Experience has been less than great since signing up. Lots of bugs with the product, causing more time trying to implement the tool than we thought. Spending more time backtracking fixing issues this product is causing
Also to note, 3 of your 4, 5 star reviews...are your own employees...
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Updated Again: Still buggy and have ongoing issues.
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Updated Review: Bugs have been fixed and coming out with new features that are great for sourcing!
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Experience has been less than great since signing up. Lots of bugs with the product, causing more time trying to implement the tool than we thought. Spending more time backtracking fixing issues this product is causing
Jon Girson
Dec 17, 2018
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Very antiquated software overall. Their support staff changes frequently and will provide conflicting information to questions asked. Very time consuming to utilize for lead generation and the leads they provide are overall very week. I'm am seeing bounce back rates as high as 75% from there leads but the leads I am generating from my own industry sources are far lower (around 25%) Very dissatisfied with working with them and have made multiple attempts to resolve with them and they have been very slow to offer up solutions.
Erin Devine
Nov 11, 2018
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Richard Uruchurtu
Jul 07, 2018
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