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

Discover Lifelong Wealth with Expert Financial Planning at Bald Hills

Nestled in Bald Hills, Queensland, Lifelong Wealth - Financial Planning & Advisory stands as a beacon for individuals seeking to secure their financial future. Located at 9 Bald Hills Rd, Bald Hills QLD 4036, Australia, this esteemed firm offers a comprehensive suite of financial services tailored to meet diverse needs. For those considering a step towards greater financial security or looking to transition into civilian life smoothly, Lifelong Wealth is highly recommended.

Key Features and Services

Specialties:
- Financial Planning: Crafting personalized financial strategies to help clients achieve their long-term goals.
- Financial Consulting: Offering expert advice on investment opportunities and financial health.
- Superannuation Consulting: Specializing in navigating military superannuation and ensuring retirees get the most out of their retirement savings.

Accessibility:
Their facilities are fully accessible, catering to clients with mobility needs, including wheelchair accessible parking, restroom, and seating areas. Moreover, they offer online appointment bookings, ensuring convenience for all.

Additional Points of Interest:
- They provide both online and onsite services, making it easier for clients to choose the option that best fits their schedule and comfort.
- A designated wheelchair accessible parking lot and restroom demonstrate their commitment to inclusivity.
- Free street parking is available for clients visiting the office, adding to the ease of their experience.

Client Testimonials Highlight Excellence

The glowing reviews on Google My Business, with 23 testimonials and an average rating of 5/5, speak volumes about the quality of service offered by Lifelong Wealth. One former soldier, praising Jared, the financial planner, highlights the genuine understanding and clear advice provided, which was crucial in transitioning from military to civilian life. Such testimonials underscore the company's dedication to client satisfaction and expertise in handling complex financial matters.

Why Choose Lifelong Wealth

With a wealth of experience and a client-centric approach, Lifelong Wealth offers:
- Expert Advice: From military superannuation to general financial planning, their consultants are well-versed in navigating the intricacies of personal finance.
- Comprehensive Planning: Ensuring that clients are well-prepared for every stage of life, from career to retirement.
- Client Focus: Their online and onsite services, combined with accessibility features, make them approachable and considerate of all clients' needs.

For anyone looking to secure their financial future, whether it's planning for retirement, managing military superannuation, or seeking general financial advice, Lifelong Wealth is a trusted partner.

Don't wait to secure your financial future. Visit their website at lifelongwealth.com.au to book an online appointment or learn more about their services. With their expertise and commitment to providing clear, honest advice, taking the first step towards financial security has never been easier. Contact them today to embark on your journey to lifelong wealth.

👍 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.