Lifetime Financial

ask Paul Clitheroe - how do I manage my money during these volatile times? from ipac Australia on Vimeo.

Ensure Your Future Is Secure And Comfortable

Latest Headlines

Why new years resolutions don’t always work!

Like a lot of people, you probably made New Year resolutions or promises to yourself that you will change those parts of your life you’re not happy with. And chances are that you have let yourself down by not acting on those promises or quickly fallen back into old habits. One of the reasons many [...]

The baby boomer impact

In the last fifty years there has been a dramatic change in the populations of developed nations. It started with the boom in births after World War II but since then lower fertility and greater longevity mean an age wave of baby boomers is now dominating our personal, social, financial and political lives. Many of [...]

Client Testimonials

Hi Mark & Anthony, thanks again for your help in getting our Self Managed super fund organised. This was one of those jobs we’d been putting off for too long! It’s peace-of-mind to know we”ve got our investments lined up with a good long-term plan and we don’t need to worry about what share markets are doing on a daily basis.

Jason & Kate, St Lucia.

Thankyou once again for all your advice and assistance following my recent change of job. I was unsure what my overall situation was until I spoke with the guys at Lifetime – thanks for putting together a great plan for me, both now and over the longer term. I knew going to see someone from a super fund or bank would probably have meant I’d get advice more about their employer than my best needs. The stress of not knowing where I was going is now lifted. I’ll have no hesitation recommending my friends drop in to see you so they can get on track as well. Thanks again.

Matthew, Burbank

I cannot express my appreciation enough for the service you and the team provide me. In my eyes your company is “AAA” 10/10. As you know I play a lot of golf and most of my buddies are retired like me. When our talk turns to retirement monies invested, I’m so proud to explain how your company looks after me. The majority of my buddies have monies invested through various organisations and they rarely hear from them. The big difference is your company contacts me (personal service), while they have to contact their companies (they are just another client).

Cheers. Bob, Tweed Heads

We knew we needed to do something to secure our financial future, but before speaking with the Lifetime Financial team we didn’t know where to start. Our adviser explained our options in an easy to understand way, and we were impressed with the ‘lifestyle’ approach of the advice we received. Our progress is reviewed regularly to make sure we are staying ‘on track’, which means we spend less time worrying about our finances and more time enjoying life.

Shaun & Anne, Camp Hill

It only seems like yesterday I was single with no real long term financial goals in mind. Today, I am married with 2 young children and with that brings the extra stress of being able to provide for them financially now, and when I retire.
After trying over 8 different financial institutions, I found they were only driven by their gain and not mine. With the assistance of Lifetime Financial, my wife and I were able to turn our financial position from that of having no clear direction to one where we have all our insurances in place and our retirement goals locked away. We now leave the stress to the team at Lifetime Financial. Thanks for the peace of mind.

Andrew & Patrice, New Farm