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Financial Planning

Life Assets is a Financial Planning and Wealth Management Company. Growing, protecting and managing your wealth is our prime objective.

We specialise in creating tailored financial plans based on the unique needs, objectives and situations of our individual clients. We identify your financial needs and goals, discuss your comfort level in relation to risk and design strategies that aim for a balanced approach to achieving those goals within your timeframe.

We can help anyone who wants to take control of their financial future. We can offer expert advice whether you are Needing Life Assets, Creating Life Assets, Maintaining Life Assets, or Enjoying your Life Assets.

'Around 30% of working Australians are not saving enough to achieve a comfortable retirement.'

Commissioner of Taxation Annual Report, p140, 2006-2007.

At Life Assets we recognise that each stage of your life journey requires different customised solutions. These solutions are developed through sound, professional advice built around your stage of life.

An integral role for us is to form long term relationships with our clients. Our core objective is to help our clients achieve their personal and financial goals, rather than focusing on short term financial returns.

Our Financial Planners are qualified above the industry average and maintain a high level of continuing education to ensure we provide advice that is accurate and legislatively current. 

Please browse our site and if you require any information or wish to make an appointment please contact us.

Life Assets is the registered trading name of Plan 2 Pty Ltd (ABN 60 010 875 073). Plan 2 Pty Ltd is an Australian Financial Services Licensee (Licence No. 237874)