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

About Us

Live with confidence

At Planning for Life we talk to you, our client, about life not just money.

Our established boutique financial planning business was born out of a genuine desire to change people’s lives. It’s our passion.

The foundation for our engagement with you is a solid professional relationship based on mutual respect and open communication. But we believe our point of difference is the personal connection.

Through our discussions with you we get to know the things that you want to do and achieve in life; we are your sounding board to help you make the right decisions; we share and celebrate successes.

With over 25 years experience in financial planning, we understand the issues and events that can impact your lives, financially and personally. We are also able to navigate the financial landscape on your behalf to recognise opportunities and avoid any pitfalls.

We will map out and execute a plan for you but the relationship does not end there. Life happens, priorities change and so there will be things we will need to deal with along the way. But there will always be a solution. That’s what we do.

Underpinning everything we do is our professional promise to you, which is all about honesty, integrity, confidentiality, respect and great advice at all times.

We see the relationship with our clients as a partnership and as such a promise to work together.

As a client you are entitled to :

  • openness, honesty and integrity at all times
  • being treated with the highest degree of confidentiality
  • respect from your adviser and all of the Planning for Life team
  • prudent and well-grounded advice
  • timely communication

As a partner, we ask that you:

  • consider our counsel
  • provide timely response to communication from us
  • give us constructive feedback
  • notify us of any significant changes in your life

OUR ADVICE

We have established a clear set of underlying principles for the advice we provide in relation to investment, debt and insurance. These ensure a structured, disciplined and consistent approach to strategy design.

 

Our Services Contact Us

Meet our advice team

Excellence is just the beginning. We have established a clear set of underlying principles for the advice we provide in relation to investment, superannuation, insurance and debt. These ensure a structured and disciple approach to strategy and design.
RHONDA MCKENZIE
CEO and Financial Advise

“Financial Planning is not about money, it is about having the flexibility and choice in how you live your life.”

RACHEL MARTIN
Financial Adviser

“Financial planning may seem boring, however if it helps you establish a plan that turns something unrealistic into something that is achievable, then it becomes exciting.”

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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