Our Story
Lifetime Private Wealth is a boutique wealth management and financial planning advice practice.
While we understand that different people have different requirements, we also know that having a disciplined, structured and monitored approach to managing your financial affairs pays big dividends over the long term.
Our approach is very simple- we guide our clients on the journey to build wealth and preserve their wealth.
Lifetime Private Wealth was effectively started by Tony Cimino- when Tony commenced his financial own planning business in 2002. The focus Tony had when he first started business is the same as it is now – providing innovative and appropriate advice
Our Focus
To provide Innovative and Appropriate advice for our clients
Focussing on our clients is what sets us apart. We look after four categories of client.
That is whether you have your own business or work for someone else.
Families understand that financial planning and wealth building is a family matter – just as much as it is a personal matter.
Clients ‘Preparing to Retire’ will typically be 5-10 years away from when they plan to stop work or scale back their work commitments.
For Retirees we provide advice and guidance in relation to the management and drawdown of their assets to meet their lifestyle goals in retirement.
Lifetime Private Wealth has achieved considerable success over the years and has grown to a team that includes specialist financial advisers and administration staff.
While based in Sydney we have clients throughout Australia.
The team at Lifetime Private Wealth loves what they do.
Our Goals
- Help you Set Personalised Goals – short, medium and long term goals
- Keep you On Track and Accountable (saving, investing, spending, borrowing)
- Help you build your wealth, enhance your wealth and protect your wealth
- Build a long term relationship
- Be a valuable source of financial information to you
- Make managing your financial affairs as easy as possible
It’s your life – make the most of it with Lifetime Private Wealth.
The Team
Our Awards
2016
Humbled to win the 2016 “Practice of the Year” Award from Consultum. The 3rd time we have won the award in 5 years
2013
We were very proud to be awarded “Practice of the Year” by our licensee. The award is based on internal and external audit scores. It is a reflection of client satisfaction, our steadfast focus on compliance.
2012
Martin was awarded Rising Star
2011
Practice of the Year 2011
2010
Tony awarded Adviser of the Year
2008
Tony awarded Most Improved
Community
Everyone in the office is actively involved with their local communities – in particular through sport. With the children of the staff playing sport or with our staff members actively involved in playing sport themselves.
