Our Story
LifeScope Wealth is a financial Planning firm with 20+ years of financial services experience and committed to serving clients at every stage of their life.
We specialize in providing expert guidance in Superannuation, Retirement, Investments, Personal Insurances, Aged Care, and Loans for you and your family.
Our objective is to protect assets while developing customized financial strategies that align with your evolving lifestyle.
With our efficient, value based , holistic and cost-effective advice, we aim to significantly enhance the financial well-being of Australians and building tailored strategies for your retirement, including superannuation optimization, tax planning, estate planning, insurance, finance and lifestyle funding.
Together , we will create a tailored strategy for a secure financial future. Lets embark on this journey together, towards success.
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Areas of Advice
Superannuation
Superannuation is a vital component of planning for your retirement. It's important to recognize that relying on luck, such as winning the lottery or wishing for a personal money tree, is not a realistic for financial security. By investing in your superannuation, you can ensure a comfortable retirement and maintain a standard of living that the Age Pension alone may not provide. Take the time to your superannuation options today to pave the way for a more stable financial future.
Retirement Planning
Retirement is a unique journey for everyone, shaped by individual dreams and aspirations. It's essential to plan for this next chapter, as it can significantly impact your quality of life. Investing your superannuation now is a smart, tax-effective strategy that can help secure your financial future. Start envisioning your ideal retirement today and take the necessary steps to make it a reality.
Investments
Investment planning is crucial for making your money work for you. Bying the fundamentals of investing, you can better align your financial objectives with your individual needs and circumstances. It's vital to explore different investment options and strategies that fit your situation. We suggest contacting us for advice before you start investing your money.
Debt Management
Debt can be a double-edged sword. While borrowing money is more accessible than ever, it’s crucial to recognize that not all debt detrimental. By implementing a solid debt management plan and distinguishing between good and bad debt, you can empower yourself to make informed financial choices that benefit your future. Take control of your finances today!
Wealth Protection
Personal insurance is crucial for families to safeguard their financial future. An unexpected event, such as an accident, illness, or the death of a working-age parent, can drastically alter a family's financial landscape. Unfortunately, over 95% of families lack adequate insurance coverage, leaving them vulnerable during challenging times. It's essential to assess your insurance needs and ensure you have right policies in place to protect your loved ones and provide peace of mind.
Estate Planning
Estate planning provides you with the peace of mind that your loved ones will be taken care in the event of unexpected. If you have assets such a home, superannuation, investments, or a business, it's essential to consider estate planning. Beyond just a Will, estate planning ensures that your hard-earned savings are distributed to the right people at the right time. Take the necessary steps today to secure your legacy and protect your family's future.
Aged Care
Aged care is crucial as it ensures that older individuals receive the support and assistance they need to maintain their quality of life. However selecting the right aged care option can be complex due to various factors, including financial considerations and personal needs. Understanding the financial implications is essential, as the costs can vary significantly based on individual circumstances. Additionally, navigating the paperwork—knowing which forms to complete, when to submit them, and where to send them—can be a challenging process that requires careful attention.
Self Managed Super Fund
Self-managed super fund (SMS) advice is crucial for individuals looking to take control of their retirement savings. With SMSFs being one of the fastest-growing sectors in the Australian super industry, expert guidance ensures that members navigate the complex legal and tax responsibilities effectively. Proper advice helps maximize investment opportunities while minimizing risks, ultimately leading to a more secure financial future. By understanding the intricacies of SMSFs, individuals can make informed decisions that align with their retirement goals.
Why we are different
EXCEPTIONAL PERSONAL SERVICE
Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.
KNOWLEDGE AND EXPERIENCE
Our Financial Adviser is highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.
A HOLISTIC APPROACH
We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.
ONGOING SUPPORT
Our team will support you throughout your journey and answer any questions you have along the way.
KEEP YOU ON TRACK
We will keep you accountable along the way because we want you to stay on track to achieve your goals.
EASE AND CONVENIENCE
Deal with one company for your superannuation, investment, debt management, insurance, Loans and estate planning needs.