Mon - Thurs : 09:00 - 5:00, Fri : 09:00 - 4:00
enquiries@planningforlife.com.au
(03) 8841 3111
PLAN YOUR OWN
LIFE

Financial advice to support your dreams.

PLAN YOUR OWN
WEDDING

Supporting the plans for the big events in your life.

 

Leave Money Problems To Us.
PLAN YOUR OWN
FAMILY
Ensuring you can do all the things you have been looking forward to.
PLAN YOUR OWN
RETIREMENT
PLAN YOUR OWN
HOME

Helping you make the right financial decisions.

PLAN YOUR OWN
HOLIDAY
Helping you plan those adventures you have been dreaming about.
PLAN YOUR OWN
LIFE

Financial advice to support your dreams.

01

About Planning For Life

About Planning For Life

We understand that your dreams and circumstances are unique. This is why we spend the time required to get a very clear understanding of what you and your loved ones want your lives to look like, now and in the future. From there we can design a plan to support that picture becoming a reality.

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02

People from all walks of life trust in us

People from all walks of life trust in us

We are often asked about our typical client. The answer is pretty simple and does not specifically refer to any one life stage or occupation. We are committed to working with those clients who are seeking financial guidance and support to ensure they achieve the things in life that are really important to them.

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03

What clients say about us

What clients say about us

“Rhonda has been providing us with financial advice for over 20 years. In that time she has given us options which we believe have allowed us to experience financial growth and also a plan for a successful retirement. Her advice was always presented in a professional and caring manner and tailored to our needs to ensure we obtained the best results”.

Guido and Janine (Feb 2016)

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We know that financial planning can be complicated. Planning For Life makes it simpler for you. When you need advice and support, call us on (03) 8841 3111

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Our Services

Live with confidence

WEALTH CREATION

BUDGETING AND DEBT MANAGEMENT

SUPERANNUATION PLANNING

PERSONAL INSURANCE

ESTATE PLANNING

RETIREMENT PLANNING

AGED CARE

WEALTH CREATION

Just like Beauty, Wealth is in the eye of the beholder. But for most of us, it doesn’t just happen. It takes thought, planning and a bit of discipline.

Our discussion with you will uncover appropriate strategies, assets and investment vehicles for you to grow your wealth portfolio.

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BUDGETING AND DEBT MANAGEMENT

Budgeting conversations give you a much better understanding of where your money is being spent. We can then identify potential areas of saving and redirect those funds to create wealth or finance a dream.
Debt management and consolidation strategies can also help you save money and build further wealth.

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SUPERANNUATION PLANNING

Superannuation is all about planning for your future retirement needs. However it is also an effective tax structure. Our advice considers ownership, contribution strategies, insurance funding as well as appropriate asset allocation to maximise your balance when you need to draw down on it.

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PERSONAL INSURANCE

Underpinning wealth creation is the need to protect what you have accumulated, and ensure your financial needs are met, in the event your income ceases due to an accident, illness or sudden tragedy.

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ESTATE PLANNING

Estate Planning is critical in ensuring that your assets are distributed according to your wishes; to the right people at the right time.
We help you understand the issues and how they might be dealt with. We can also refer you to a legal professional if you do not have an existing relationship.

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RETIREMENT PLANNING

The focus of retirement planning is to replace your employment income with future income so that you can continue to enjoy your current lifestyle.
An understanding of your present financial position enables us to project your timeframe and income. Our strategy design aims to maximise your final retirement income , minimise your tax and effectively manage your investment risk exposure.

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AGED CARE

Moving into an aged care facility can be an overwhelming and stressful experience for the person moving into care and for the family. The stress is typically compounded by a number of important decisions that need to be made, and the complexities surrounding each.

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The Planning For Life Client Centre

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What our clients say