Life Assets is independently owned and managed. We specialise in creating tailored financial plans based on your unique needs, objectives and situation. We identify what's important to you, discuss your comfort level around risk and design a strategy that aims to assist you in achieving financial security and stability.
Regularly reviewing your financial position then allows us to make adjustments, if needed, to suit your changing circumstances.
For busy professional couples and families we can also package our fully integrated Cash Flow Management System where we can establish and/or, monitor and review your mortgage, super, investments, child education plans, banking, tax management, insurance, estate plans (Wills) and ...read more