Financial Planning

LMS Advisory Financial Services prides itself on providing quality financial planning advice to our clients. Quality financial planning involves much more than selecting products. The process involves highly personalised advice that caters to your individual needs and financial objectives.

LMS Advisory Financial Services are proudly affiliated with Lifespan Financial Planning.  Together we can coordinate to provide you with a tailored plan on any/all of the following:

  • Guidance on Budgeting and Goal Setting
  • Savings and Wealth Creation Strategies
  • Transition to Retirement Strategies
  • Investment Planning
  • Superannuation & Pre-Retirement Planning
  • Retirement Planning
  • Self Managed Superannuation Fund compliance, investments and SMSF Borrowings

The following Financial Services are outsourced to professionals in the Lifespan Network:

  • Risk & Insurance Analysis
  • Life Insurance and Income Protection Insurance
  • Estate Planning Considerations
  • Wills and Estate Planning (including establishment of Testamentary Trusts)
  • Centrelink Planning
  • Business Succession Planning

Having a quality financial plan in place and reviewed regularly provides you with peace of mind by ensuring your finances are well-organised and that you are on-track to achieve the lifestyle you desire both now and in the years ahead.