Live Well Financial Planning - Canterbury, Victoria

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Live Well Financial Planning

Live Well Financial Planning, located at 59 Canterbury Rd, Canterbury VIC 3126, Australia, offers comprehensive financial services tailored to individuals nearing retirement or seeking investment advice. With a highly regarded contact number 403189798 and an accessible website livewellfinancialplanning.com.au, this firm stands out for its personalized approach to financial consulting, insurance brokerage, investment services, and superannuation consulting.
Key Features:

• Financial Consulting: Customized financial plans designed to meet clients' lifestyles and future expenses.
• Insurance Brokerage: Expert advice on selecting suitable insurance policies.
• Investment Services: Strategies to grow clients' investments according to their risk tolerance and goals.
• Superannuation Consulting: Guidance on maximizing superannuation benefits.

Accessibility and Convenience:
Live Well Financial Planning prides itself on being wheelchair-accessible with a car park, entrance, and toilet facilities. They offer both online and on-site appointment services, ensuring clients can choose the most convenient option. Appointments are required and highly recommended, reflecting the firm's commitment to personalized service.
Customer Feedback:
The company boasts an impressive average rating of 5/5 based on 17 Google My Business reviews. Testimonials highlight the comfortable and knowledgeable demeanor of their advisor, David, who successfully managed clients' finances leading up to retirement. Clients express extreme happiness with the arrangements made, feeling confident in David's expertise at Live Well.
Contact Information:
For those interested in seeking financial clarity and planning, Live Well Financial Planning is reachable via phone at 403189798. Their website also serves as a valuable resource for more information, offering a glimpse into the services provided and the firm's approach to client care.
Recommendations:
Given the positive feedback and the firm's comprehensive services, Live Well Financial Planning is highly recommended for individuals looking to secure their financial future, especially those approaching retirement or seeking investment advice. The combination of expert financial planning, insurance expertise, and superannuation consulting makes this firm a one-stop solution for all financial needs.
Additional Points of Interest:
Clients can easily schedule appointments online or meet on-site, cater to those with mobility needs with their accessible facilities, and appreciate the convenience of booking appointments in advance to ensure personalized service without wait times.
Conclusion:
Live Well Financial Planning offers a blend of expertise, accessibility, and personalized service that has earned it a glowing reputation among its clients. With its focus on retirement planning and investment strategies, the firm positions itself as a vital partner in securing a comfortable financial future for its clients, making it a top choice for those seeking reliable financial guidance in Australia.

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👍 Reviews of Live Well Financial Planning

Rhonda G.

5/5

I'm a person who doesn't know and doesn't care about finance and investments. Fast approaching retirement, I took the recommendation of a trusted source and contacted David.
I was immediately comfortable with David's relaxed and personable manner and obvious knowledge. After multiple meetings, David has arranged my entire income - based on my preferences for lifestyle and foreseen expenses - well into my old age.
Am extremely happy to leave it all in the capable hands of David at Live Well...

Alex M.

5/5

David has been very helpful in my transition to retirement and gave us the financial confidence to move forward with our plans.

Glenda H.

5/5

I needed my super reviewed being in my 60,s.
I had a meeting with David and he was very professional and explained things clearly so I understood.
Would highly recommend and came out of meeting feeling very reassured.

ROBYN L.

5/5

My husband and I contacted John Blyth (who we found through our Superannuation fund) and from the first meeting, we felt comfortable and 'in good hands'.
John was able to not only help us put plans in place for our retirement, but to understand the process of navigating through the plethora of sections of paperwork to accomplish this.
We cannot recommend John highly enough and wish to express our gratitude for his guidance, wisdom and professionalism.

Sandra H.

5/5

I recently retired from work due to health issues and found myself without an income, and with no financial plan in place. I contacted John Blyth at Live Well Financial Planning, whose name I found through my superannuation fund’s website. Upon meeting John, I immediately felt at ease, and he soon understood my situation and financial needs. Over the course of a couple of appointments, John took the time to discuss various options in simple terms, allowing me to make informed decisions. I am confident in John's advice, and I now have a suitable financial plan in place. I look forward to continuing to work with John and recommend his services without hesitation.

Anthony D.

5/5

Highly recommend John Blyth re his professionalism and knowledge in Financial planning for our retirement
John has an abundance of experience offering financial options and strategies in being able to address our current situation and needs. We are continually updated, he is very clear in his explanation of our financial plan; very approachable, positive and punctual
Thanks John for your ongoing support I feel very comfortable and secure.

Chris D.

5/5

John Blyth from live well financial planning has always given me the correct advice with my financial status and he has been helping me for many years so I shall and will give him the HIGHEST OF PRAISES AND I ALSO RECOMMEND THAT OTHER FOLLOW HIS GUIDANCE

Juli O.

5/5

We were referred to David from an acquaintance and it’s been the best decision we made to have David help us with our finances following the sale of our home last December. We TRUST him implicitly. We look forward to a long relationship with David over the next years