Financial Planners Melbourne
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.
Our Team +Latest News & Cases
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Protecting Your Privacy: A Safer Approach to Financial Communication News - 11 November 2024
Lifetime Financial Group is committed to protecting your privacy. To enhance security, we're limiting personal information shared via email. Discover how our secure Client Vault and Annature platform provide a safer way to access, share, and sign important financial documents.
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Budget Breakdown: How the 2024-2025 Australian Budget Affects You Article - 18 May 2024
Confused by the Federal Budget? Don't worry! This guide explains key measures like cost-of-living relief, tax changes, and housing initiatives. Learn how the budget could impact your finances.
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Stage 3 Tax Cuts: Keep More of Your Money! Expert Tips to Save News - 14 May 2024
Australia's Stage 3 tax cuts are coming! Learn how to benefit with lower tax rates and strategic planning. Maximize your savings, manage debt, and boost your super. Get expert tips to make the most of the new tax system.
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Understanding Changes to Superannuation Contribution Caps in Australia News - 22 February 2024
Learn about the anticipated changes to superannuation contribution caps in Australia, including increases in concessional and non-concessional caps effective from July 1, 2024. Discover how these adjustments may impact SMSFs and individuals' retirement savings strategies.
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Empower Your Financial Journey: Why Checking Adviser Credentials Matters Article - 29 January 2024
Discover the importance of verifying adviser credentials on the MoneySmart website for both new and existing clients. Learn how this simple step ensures financial confidence, access to reliable information, and builds trust in the adviser-client relationship
