Lifetime Financial Group

Directions

Plan for the time of your life

Boutique Financial Planning firm specialising in the provision of tailored financial planning solutions to Individuals and Self Managed Superannuation Funds

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Reviews of Lifetime Financial Group

  • timodwyer
    timodwyer  Newbie   1 review
    I have recently been divorced and found Anthony Stedman and his team very helpful in what was a very stressful time in my life. Up until our divorce, I had not really had much to do with the more complex aspects of our financial affairs. Anthony Stedman helped me to feel more "in control" . He listened and more importantly, understood exactly what concerned me. He didn't use any complex jargon in his dealings with me which made me feel far more comfortable with what I needed to understand and do. I would recommend to others in the same position to consider Lifetime Financial Group to assist in the "taking over"

    4 months ago

  • Alf.Peters
    Alf.Peters   3 reviews
    My wife and I were seeking a new financial planner after having very poor advice and service from our last so called planner. We were recommended to Lifetime Financial Group by a peer at work and we are very happy with their advice and service. They believe in a partnership approach where we work together to build an understanding of what it is we need to do and then what we are doing about it. We both liked the fact that they are fee rather than commission based. Alf P

    6 months ago

  • Brightonba
    Brightonba   3 reviews
    I am a 55 year old public servant who was seeking advice in relation to a Transition to Retirement arrangement. My accountant referred me to two individual financial planners to seek advice. I eventually decided on using LifeTime Financial Planning. Anthony Stedman has a medium sized financial planning practice. I found his attention to detail comforting and the way in which he explained how this strategy could help me finally made sense. I would highly recommend Anthony Stedman and his staff at LifeTime Financial Group. Lucy

    1 year ago

  • Frances_V
    Frances_V  Newbie   1 review
    We were seeking a financial planner that could provide us with specialised advice in relation to Retirement Planning. Anthony Stedman provided us with a tailored solution on a "Fee for Service" basis that suited us perfectly. We liked the fact that he was not drawn to using a platform based solution. His solution was easy to understand and has a transparent fee structure.

    1 year ago

  • By Appointment Only, After Hour Appointments Available.

Investing

Service Options

Consulting Annuities Investment Trusts Investor Events Money Market Services Shares Retirement Planning Rollovers Fund Management Portfolio Management Bonds

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