LifeTime Financial Group. Independant thinking 214 Bay Street, Brighton, Victoria 3186
About the Business
Welcome to LifeTime Financial Group, a leading independent financial planning firm located in Brighton, Australia. Our team of experienced professionals is dedicated to managing the financial needs of busy Australian investors, providing personalized solutions tailored to meet your unique goals and objectives.
What sets us apart from other financial institutions is our independence. We are not owned by any financial institution, insurer, bank, or other sales-driven organization. This allows us to provide unbiased advice and recommendations that are solely in your best interest.
All of our Melbourne Financial planners are accredited and hold formal qualifications in our specialties through major Australian universities. You can trust that you are working with knowledgeable professionals who stay up-to-date with the latest industry trends and regulations.
At LifeTime Financial Group, we offer a range of services including accounting, establishment, finance, insurance agency, and act as a point of interest for all your financial needs. Whether you are looking for assistance with retirement planning, investment management, or insurance solutions, our team is here to guide you every step of the way.
One of our areas of expertise is self-managed superannuation funds (SMSFs). We provide a step-by-step guide to wind up a SMSF in Australia, ensuring you understand the crucial 90-day timeframe for maximizing your downsizer superannuation contribution. Our expert insights reveal the significance of adhering to this window, covering extensions and essential application scenarios. We also emphasize the importance of proper submission of contribution forms for successful execution.
Additionally, we offer a recontribution strategy in Australian superannuation that involves withdrawing money from a super account and recontributing it as non-concessional contributions. This strategy aims to reduce taxed elements in super by increasing the tax-free component, providing tax savings and aiding estate planning.
In our latest quarterly economic update, we cover a range of topics including current share market volatility, rising costs of living, world currency markets, and increasing petrol prices. We also provide insights into the Australian housing market and interest rates, helping you stay informed and make informed financial decisions.
At LifeTime Financial Group, we are committed to helping you achieve financial success and peace of mind. Contact us today to schedule a consultation and discover how our independent thinking can benefit your financial future.
Photos
Location & Phone number
214 Bay Street, Brighton, Victoria 3186, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We've been supported by Anthony and the Lifetime team for more than 20 years and the support has been exceptional. Perceptive and proactive, the Lifetime team has been instrumental in securing our family's financial future. I have not hesitated in recommending their services and support to friends in the past and will continue to do so in the future."
"Have worked with Anthony and the team for a number of years on a professional basis and always found the advice and care they provide for their clients to be without fault. As a result, my wife and I engaged Lifetime to manage our own financial affairs and we could not be happier with the level of service and support we've received. A very well run and professional business."
"Anthony is an industry leader and is the type of financial adviser other advisers look to for new concepts and strategies. He consistently strives to improve the delivery of financial planning solutions to his clients, embracing new technology while maintaining a personal approach. Anthony has built a conscientious and experienced team focused on providing their clients with quality financial advice in a caring and supportive environment. I have no hesitation in recommending Anthony and his team."
"I have been using Anthony Stedman at Lifetime Financial Group for almost 4 years now. After working as an Expat in Australia for many years I knew basically nothing about Australian Super . Turns out I didn’t need to, because Anthony sorted out everything , from arranging initial transfer of funds from my UK pension scheme to non concessional payments etc to build an SMSF that now supports my retirement needs. Anthony tailors my fund after taking into account my requirements for income as well as my appetite for risk. His advice to me has been excellent and on many occasions has gone beyond just financial planning into sharing life experiences that have been excellent in my avoiding pitfalls. In the current financial turmoil we find ourselves in it is important to have your interests looked after by someone whose judgement you trust, I am so grateful to have had Anthony recommended to me 4 years ago . Initially I was attracted by the truly competitive rates he was charging for his services , but the attraction has grown to be so much more than that ."
"My wife & I have been consulting Lifetime Financial group for over 6 years. Anthony who has been our chief consultant over this period has been very professional, documenting notes punctually and giving us regular advice with monthly progress reports. Since our first meeting, we have set up our SMSF and it has been a great journey for both parties. We are now in the process of our new phase in life of retirement. Again Anthony & his colleagues together with Denise have been mighty helpful in setting us up for retirement. Interestingly, we have had many social occasions with Anthony & his wife Helen."
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