Our mission statement:
“To be regarded by our clients as their chosen provider of for investment, insurance and superannuation / pensions and other referral based financial products because of our exceptional client service, our excellent product range and our care for our clients…!”
“Giving our clients peace of mind by Creating, Building and Protecting their financial future”
About Financial Services for Life Pty Ltd (FSFL)
Our Financial Planning practice provides professional, comprehensive, fee-based advice. Our clients range in age from early 20’s right through to accumulation and retirement. Our Advice assists you with the myriad decisions concerning financial affairs throughout your lifetime.
FSFL began as a business venture in 2013 working with friends and family as our clients who ‘coincidentally’ mostly happen to be women. Thus came the realization that today’s woman is often everything to everyone else but often neglects herself ...and along with it her finances! We tend to fall into career roles, carer roles, wife, mother roles thus have no time to look after ourselves and our finances and so we have found there is a gap where women need help. Women who are not informed are not empowered are not successful as they are too often exposed to ...loss! As a company and as an individual -preventing financial hardship and financial loss through education and through being well informed is a subject very close to my heart.
The need for financial planning education doesn’t stop at women though. Currently our clients encompass a wide spectrum of young individuals starting out in life, couples starting a family, women and men going through separation and divorce, professionals, self-employed business owners, people looking to retire and retirees. Financial Services for Life (FSLF) provides professional Advice in a wide range of financial areas such as Budgeting, Debt and Cash-flow, Tax Minimisation,
Superannuation, Investment Strategies, Transition to Retirement, Retirement, Personal and Business Risk management we also provide referral partners expert Advice in other finance related areas such as Estate Planning Specialists, Mortgage Lenders, Property Investment and Accounting firms who provide our clients with reliable, specialized advice.
We spend time with our prospective clients; prior to them making any decisions regarding engaging our services, to make sure we can be of assistance. If by the end of the first consult we are not able add value and improve your financial situation – we will advise you. Our Advice revolves around our client’s best interest. All clients will be asked consider our service offering before making a decision to engage us and are encouraged to discuss our fees during our initial meeting. We don’t charge based on how much you have to invest, but on the services required.
Our professional relationships are based on reliable, service which we establish over time, by providing regular reviews. We take pride in providing individual highly personalised service based on what our clients needs.
A note on our logo: The “Tree of Life” represented by my business logo represents good fortune, financial stability and growth opportunities.