The Waverley, 206/79-85 Oxford Street
Bondi Junction NSW 2022
Our Services
Discover a comprehensive range of financial solutions tailored to your needs, ensuring your financial journey’s success.
Insurance
Find the right insurance to protect your income, family home, children’s future or business.
Tailored insurance plans covering life, income and more, ensuring protection for loved ones and assets in times of need. From life insurance to critical illness cover, we tailor solutions to your specific requirements.
A meticulous analysis of your individual situation, assessing risks and needs to determine the right coverage. Our experts work with you to minimise gaps and overlaps in your coverage, offering peace of mind.
Throughout the claims process, our dedicated team provides expert support, ensuring prompt and hassle-free resolution. We’re by your side, making sure your claims are processed smoothly when you need it the most.
We stay engaged beyond the policy’s initiation. As your life evolves, we revisit your coverage to adapt to new circumstances and ensure your protection remains relevant and sufficient.
Our strategies extend to safeguarding your family’s financial stability during unexpected events. From education funds to mortgage protection, we tailor solutions to ensure your family’s well-being.
Investments
Take the complexity out of building wealth and achieving short and long term goals with Life Plans investment strategies.
We create diversified investment portfolios tailored to your risk tolerance, time horizon, and specific financial goals. Our experts blend a mix of assets to optimise returns and minimise risk.
Our experts provide strategic guidance on asset allocation based on market trends and economic conditions. We take into account your investment horizon and risk appetite to ensure your portfolio aligns with your objectives.
Benefit from our continuous market updates, providing you with insights into emerging opportunities and potential risks. Stay informed about economic trends and market movements that could impact your investments.
Regularly, we assess the performance of your investment portfolio and make necessary adjustments to adapt to changing market conditions or evolving financial goals.
We structure your investments to minimise tax implications, helping you enhance after-tax returns and ensure your portfolio’s growth potential.
Retirement Planning
Whatever your retirement goals are, Life Plan can work with you to implement a strategy to get there.
We conduct a comprehensive evaluation of your financial situation, aspirations, and lifestyle goals for retirement. Our experts ensure your plan addresses all aspects of retirement.
We develop a retirement income plan that aligns with your desired lifestyle and financial objectives. We ensure your retirement funds provide you with the income you need to maintain your quality of life.
We craft strategies that maximise your Age Pension benefits, helping you make the most of government support.
Our strategies are designed to ensure that your retirement portfolio sustains your needs throughout your retirement journey, accounting for inflation and evolving market conditions.
Our experts help you understand aged care options, facilitating smooth transitions and financial planning for potential aged care needs.
Superannuation
Life Plan can help you reduce super fees, optimise contributions and save on insurance premiums.
We create a comprehensive superannuation strategy that lays the foundation for your retirement security. We help you navigate the complexities of contributions, pensions, and withdrawals.
Personalised investment choices within your superannuation fund, selecting assets that align with your financial goals and risk tolerance.
We guide you in structuring contributions to maximise tax benefits and boost your retirement savings.
We help you understand pension options and create a plan that ensures a steady income stream during your retirement years.
We integrate superannuation with estate plans to facilitate the smooth and efficient transfer of wealth to your beneficiaries.
Why Choose Our Services
Partnering with Life Plan means working with a small business that’s big on commitment.
Clarity in Complexity
Navigating intricate financial matters with jargon-free guidance for confident decision-making.
Goal-Based Advice
Crafting personalised strategies tailored to your aspirations for a secure financial future.
Transparent Conversation
Open, honest dialogue building trust and informed choices every step of the way.
Proven Expertise
Over 20 years of success, ensuring capable hands on your financial journey.
Book a Free Consultation
Contact us for a no obligation consultation to learn how Life Plan can help you plan your future.