With you along the way
At LifeByDesign Financial Services we work with you along the way on life’s journey.
Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work,
we can help.
Superannuation
Wealth Protection
Retirement Planning
Debt Management
Aged Care
Estate Planning
SMSF
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Self Managed Super
An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund.
Why Choose Us?
Exceptional Personal Service
Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.
Ongoing Support
Our friendly team will support you throughout your journey with us and answer any questions you have along the way.
Knowledge and Experience
Luke Marton is highly qualified and has the knowledge and experience necessary to focus on all your important financial matters.
Keep You On Track
We will keep you accountable along the way because we want you to stay on track to achieve your goals.
A Holistic Approach
We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.
Ease and Convenience
Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.
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