Mon - Thurs : 09:00 - 5:00, Fri : 09:00 - 4:00
(03) 8841 3111

Our Team

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

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 disciplined approach to strategy and design.

Director & Business Development Manager

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

Rhonda’s experience in financial services spans over 25 years, commencing in 1989. Her dream for the business became a reality when she formed Planning for Life in 2004. She has achieved the Certified Financial Planner (CFP) designation and is also a Justice of the Peace. Her passion is helping people understand what they want their lives to look like and keeping them focussed on strategy designed to get them there.

Director & 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.”

Rachel’s introduction to financial services was in 2000, initially in Client Care. In this role she saw the impact that financial planning can have on lives. That inspired her to make a career move to an advice role in 2003 and she has not looked back since. Rachel is now an owner of the business with Rhonda and shares her passion for great client outcomes.

Senior Financial Adviser

Ben has worked in the financial services industry since 1998, holding several leadership positions. He joined Planning for Life in 2016 as an associate adviser and has been a became a financial adviser in 2017.

He has a passion for enhancing client outcomes and helping clients achieve their goals and specialises in pre-retirement planning, retirement planning, Centrelink, Estate Planning and Aged Care strategies.

Ben is happily married with two teenage sons. He is actively involved in football having coached for several years and holding a Vice President role. He also enjoys camping, travelling with his family and playing cricket and golf.

Supporting our advice team

Our people provide the foundation for our success. The high standard of advice and service we provide to you draws on the skills, dedication and experience of the whole team. Our focus is on professionalism, innovation, continual improvement and having fun!

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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