Giving you the financial freedom to live well.
It starts with you.
Financial planning isn’t about what you have or how much you earn. It’s about you.
Your finances should support how you want to live and help you make the most of every opportunity that comes your way. That’s why our financial planning process starts with you: your dreams, goals and aspirations.
Our team at Live Well Financial Planning then put together simple, but strategic financial plans for Aussies who want the freedom to choose how they live, now and in the future. We plan so you can live life well.
A tailored plan to get you there.
Financial planning is about setting short and long term goals - and then creating a tailored, easy to follow plan to get you there. Many financial advisers make it more complicated than it should be. We make it simply about you and where you want to go.
Live Well Financial Planning specialise in creating a financial plan that takes into account your goals & budget, one that will give you peace of mind and confidence in your finances. From being debt-free, buying property or planning for retirement, we’ll get you there.
What does it mean to live well?
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Being able to live life without worry.
As a small business owner, Melanie’s finances were disorganised. She made a good income but she wasn’t sure where she was spending it, which made it really hard to plan for the future. “I dreaded meetings about my finances. I had no idea what I was meant to be doing”.
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Being rewarded for our working life.
As a working couple with two children, Hayley & Luke decided that they should start making plans for a fun retirement. “We wanted to make sure we had the funds to enjoy our retirement, and be rewarded for our working life, rather than worrying about running out of money.”
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Being financially independent.
As a single woman with a fur baby and ageing property, Jody was keen to start planning her finances. But she found the advice for single women lacking. “I went to a seminar but it was focused on couples and widows. There was no information for an employed single woman.”
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Knowing we have our finances in order.
As young parents Jenn & Sam were busy raising their 5 year old and trying to save for the future. Their approach to their finances was adhoc.“We had some goals for our finances but no advice on how to make this happen. We knew we weren’t going to get anywhere without a plan.”
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Having peace of mind about the future.
As Mark approached his 60th birthday, he knew that he needed to start planning for retirement. He was eligible for a compensation payment but was unsure about how this would effect his Centrelink benefits. “I knew I needed help to see what options were available”
Plan to live life well.
Book a complimentary chat with our team to find out how we can help you live well, no matter where you’re at with your finances. We help customers Australia-wide via video chat or face to face in our Canterbury, Wantirna or Eltham offices.
Call David 0403 189 798
Call John 0466 017 624