Lifelong Wealth - Financial Planning & Advisory - Bald Hills, Queensland

Okay, here’s a comprehensive overview of Lifelong Wealth – Financial Planning & Advisory, presented in a formal and helpful tone, suitable for someone seeking financial guidance:

Lifelong Wealth: A Trusted Partner for Your Financial Future

For individuals and families seeking comprehensive and personalized financial planning, Lifelong Wealth – Financial Planning & Advisory stands as a reliable and experienced resource. Located at 9 Bald Hills Rd, Bald Hills QLD 4036, Australia, and readily accessible at Phone: 731885140, Lifelong Wealth offers a suite of services designed to help clients achieve their long-term financial goals. Their website, Website: lifelongwealth.com.au, provides valuable information and allows for convenient contact.

Specializations and Expertise

Lifelong Wealth’s core competencies lie in providing expert advice across several key areas. They operate as highly qualified Financial Planners, offering strategic guidance on investment, retirement planning, and wealth management. Furthermore, they specialize in Financial Consulting, assisting clients with a wide range of financial decisions and providing tailored solutions. Notably, they possess significant expertise in Superannuation Consulting, helping individuals navigate the complexities of retirement savings schemes and maximize their benefits. Their deep understanding of superannuation, particularly within the context of military service (as evidenced by client testimonials), is a significant advantage.

Convenient Services and Accessibility

Lifelong Wealth is committed to providing a seamless and accessible experience for all clients. They offer both Online Appointments for enhanced convenience and Onsite Services for a more personalized consultation. The firm prioritizes inclusivity, guaranteeing Wheelchair Accessible Parking Lot, Wheelchair Accessible Restroom, and Wheelchair Accessible Seating. Furthermore, they provide Restroom facilities and complimentary Free Street Parking. The company also benefits from a strong online presence, boasting 23 reviews on Google My Business with an impressive Average Opinion: 5/5. This demonstrates a consistently positive client experience.

Key Highlights & Client Focus

• Dedicated Military Expertise: Lifelong Wealth demonstrates a particular strength in assisting veterans and military personnel, acknowledging the unique financial considerations associated with military service, including superannuation and DVA benefits.
• Personalized Approach: Clients consistently report receiving clear, honest, and genuine advice – suggesting a commitment to building strong, trusting relationships.
• Comprehensive Service Offering: From initial consultations to ongoing portfolio management, Lifelong Wealth provides a holistic approach to financial planning.

Concluding Recommendation

Based on its demonstrated expertise, client-centric approach, and commitment to accessibility, Lifelong Wealth – Financial Planning & Advisory is an excellent choice for individuals seeking sound financial guidance. The firm’s ability to address specific needs, particularly within the military community, combined with its consistently high ratings, makes it a truly valuable partner on the journey to financial security. We strongly recommend visiting their website at lifelongwealth.com.au to schedule a consultation and explore how Lifelong Wealth can help you achieve your financial aspirations.

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👍 Reviews of Lifelong Wealth - Financial Planning & Advisory

James's D.

5/5

Being ex-army and having deployed - it was genuinely life changing to meet Jared (financial planner).

Having served himself, he understood military super, DVA and all the other financial things, that I wish defence had explained better - while I was in.

Jared provided clear, honest and genuine advice that helped me and my family transition into civi life.

If you're lookin to get out, need some advice on military super or anything else to do with money - I can't recommend him enough.

He knows his stuff.

baily337

5/5

Jared is a wealth of knowledge in relation to DVA and Military Super. I am ex-army and with Jared being ex-army as well, I immediately knew any advice would be 100% honest and well considered.

Jared was professional and catered his advice so it was easily understandable.

I highly recommend to seek him out for financial advice in the DVA/ADF space.

Tony &. M. H.

5/5

The staff are very knowledgeable and so far have had our best interests in mind when advising us of our options.
Kent has great knowledge in the financial industry and we are very happy with the results, he has been looking after our funds for over 15 years and is available for advice any time.

Rob

5/5

From the office front to our adviser we are always made to feel welcome. Our Lifelong Wealth financial adviser, Kent, always acts in our best interests, and responds promptly to any query we have. In order to have a healthy financial future we needed ongoing advice and a company to provide someone trustworthy to develop strategies to meet our goals. Lifelong Wealth has been there for us, and we have been fortunate in securing them and our personal adviser, Kent.

Bo J.

5/5

Absolutely professional and friendly team. I feel comforted that I have Kent, Stewart, Ryan and the beautiful Mellie looking after my finances. I know with all their experience and knowledge and their genuine concern and care for their clients.

Ray B.

5/5

I first met Kent about 10 years ago when he worked for ANZ. He took my old portfolio of mis matched accounts and developed a full retirement package for my Wife and I.
Since leaving ANZ he and his team have continued to manage our finances to an exemplary standard and taken the headache out of me trying to deal with government bureaucratic departments.

Jennifer S.

5/5

Have been a client for several years and am very happy with the services offered by this very warm, friendly and down to earth team. I believe that no matter how small or big your investment is, you can be assured of the same level of respect and professionalism. Thank you LifeLong Wealth for taking care of my retirement investment 👍🏼

Nathan C.

5/5

Stuart has been managing my super since 2008. Under his expert guidance, I will be able to retire comfortably at the time I originally planned.