LIFE Financial Planners is a West Australian business focused on helping our clients become financially secure, providing financial advice to help them to live their best lives. We work alongside our clients to help articulate goals that align with their values and define what's important to them. We work together to refine these goals and then prioritise them.
Sometimes we have to choose one over another. After the initial consultation, our team works to map out a plan on how we can work together to achieve these goals. The financial plan is just the beginning of our relationship. Working with a Financial Adviser will give you peace of mind every step of the way knowing someone is there with you, giving you advice.
Sometimes we have to choose one over another. After the initial consultation, our team works to map out a plan on how we can work together to achieve these goals. The financial plan is just the beginning of our relationship. Working with a Financial Adviser will give you peace of mind every step of the way knowing someone is there with you, giving you advice.
Services
Increasingly we are regarded as a leader in providing fee-based consulting services. This approach aligns our interests with those of our clients, ensuring a high level of personal attention and care. We specialise in personalised financial strategies tailored to meet your individual needs and goals.
Marijana has over 22 years of experience in the financial services industry and has been advising clients since 1997. After initially commencing her career in Stockbroking, Marijana moved into Financial Planning in 1999. Marijana has completed a Bachelor of Business and a Graduate Diploma in Financial Planning through FINSIA and is also a fellow of the Institute of Company Directors and is an accredited SPAA SMSF Specialist Adviser.
I have been a client of Marijana's for over ten years. At our latest review I mentioned in passing that I had had a melanoma removed 7 years ago. Even though I have had trauma insurance in place for some time, I never thought I could claim on something like that as it was removed and I haven't had further problems.
To provide you with personalised tailored advice we follow a structured six-step advice process. We guide you through every stage of the process, always ensuring you're comfortable at each stage and that we are on track to meet your financial objectives. Explaining how our process works and gathering the relevant financial information from you.
It's also the stage in life when you're the most time poor; busy raising a family, putting in the extra hours so you can advance at work so you can pay off the mortgage on the family home, pay school fees maybe save for the annual family holiday. Your family's security is your top priority. You need to know your well laid plans don't get upset by illness or even family tragedy.
Reviews (9)
Alastair Evans
Jul 19, 2021
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Scott David
Nov 22, 2020
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Miss Vae
Sep 12, 2020
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We have been clients of Marijana and team for a few years now and they have been nothing but professional, caring and informative. We first came in knowing little about investments and now have sound knowledge of where our position is financially. We are still continuously learning. Marijana is always happy to answer all of our questions and kept the process worry-free for us. We always look forward to seeing the team every year for our review. Thank you for everything you do for us 😊
Neil McGregor
Jul 23, 2020
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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.
Jude
Jun 23, 2020
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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!
Paula Lievense
Jan 17, 2019
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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
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
Cliff Cook
Jul 25, 2018
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Blake Horton
Oct 16, 2017
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The team at Life Financial are experienced professionals that were incredibly easy to work with and understand. Thank you Marijana and the team for your unparalleled advice. I've been through multiple financial planners over the years, but all I got was technical jargon I never understood and nothing ever seemed tailored around ME!. I definitely have clarity on my financial situation and future goals. I couldn't thank Life Financial Planners enough - Highly Recommend!
Kylie Sherwin
Sep 08, 2017
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