We Enjoy Working With Lots of Different People
What Our Clients Say About Us
We have been clients of Lifetime for more than 5 years now and are absolutely delighted with the advice they provide. It is really refreshing to work with a financial adviser who is truly interested in our financial needs, circumstances and preferences. What really impressed us was the way Lifetime kept us updated and informed in a changing global financial environment, and their professional, ethical and caring approach which has elicited our trust and respect. I can strongly recommend their services to anyone who wants to build a secure financial future
Theo & Patricia
Dear Tony, I would like to thank you for your compassion and professionalism during the submission/handling of my recent claim. As you know, I had contacted you to reduce my premiums/policies, and your words on that day will stick with me forever! After I'd asked you about my existing policy, you explained everything clearly, then added, "For example, if you're diagnosed with cancer tomorrow, you will receive a payout of $X". Well, unbeknownst to you, I was scheduled for a mammogram the following day, and was diagnosed with breast cancer. Thanks to your invaluable advice, I kept the existing policy as it was. I don't know how I'd have managed financially, during and after the various treatments, without the proceeds from the claim. Such a huge HUGE relief to know that I'm financially secure, which therefore allows me to focus on my health. The payout has allowed me to pay my mortgage out, continue with medical treatments of my choice, and relived me of financial pressure. Tony, thank you again for everything - your advice, understanding, assistance and support during the recent excitement (!) - it was all very much appreciated. Sincerely, BG
Lifetime helped us to make the transition from full-time employment to semi-retirement. They also help us to negotiate the complexities of the ever-changing superannuation legislation. We have really appreciated the help to successfully match our investment options with our risk profile and develop a comprehensive plan for our future. We could not have achieved this without their considered advice and excellent service.
Tony & Heather
Lifetime are at the top of the class for their professionalism, service and valuable advice. Thanks to Lifetime we feel very confident with the risk strategies in place and financial goals we are working towards.
Alex & Lisa
The team at Lifetime have provided outstanding service and advice since engaging them over 4 years ago. Tony facilitated a seamless transition of my Superannuation during a change to my employment in 2011, and has since provided sound advice and recommendations for the ongoing management of my superannuation portfolio, leading to some significant growth. In addition, Tony has helped me with financial planning and strategies to achieve my financial goals for the remainder of my career and to set myself up for a comfortable and secure retirement. It’s clear through the results produced that Tony and the team have in-depth and up to date knowledge and understanding of local and international markets. I value highly and trust in the service that Lifetime provides me.
Mark & Amanda
My experience with Lifetime began 5 years ago when I transitioned employers and sought Tony’s assistance to generate a transition plan for my retirement. Tony’s wealth of experience in retirement planning is a valuable asset. Tony has since established my retirement plan and meticulously managed my plan year-on-year to ensure my retirement portfolio is maximised. My respect and confidence in Tony is enormous as he continues to manage my retirement plan which is currently exceeding my expectation.
Ezio & Patricia
Lifetime’s sound advice and their help in guiding us to develop our own realistic and achievable financial goals, coupled with a solid investment strategy, has provided my wife and I with an enjoyable stress free lifestyle in retirement.
Dennis and Anne
Lifetime has created a retirement lifestyle for us which is free of funding worry and stress. The consistently high quality of their advice has confirmed that counting on their expertise was a smart way to go.
Bryan and Cherie
The sensible and practical advice that the team at Lifetime have provided and continue to provide, gives me confidence that we are in good hands and that our retirement goals are achievable.
Peter and Jillian
Lifetime advised and set up our transition to retirement and followed up with setting up our self-funded retirement. They were very informative, knowledgeable and very helpful with all of the financial advice. It has been a pleasure to be involved with Lifetime and to know that my financial future is in good hands