The Lifegro Experience

Why We Do What We Do & What To Expect Next

Lifegro has been helping people reach their financial goals since 2011. Their incredibly caring and talented team believes in taking a holistic approach to financial planning, that focuses on really listening and understanding everyone’s individual changing financial needs.

Why Lifegro?

We Let You Decide: You own your future. We present the best possible paths, but you choose your final strategy.

The Most Caring Advice: We take the time to get to know you. We do not squeeze people into prearranged plans; life is not that simple. Bring us your challenges and we will do our best to see you excel.

We’re here for our Clients: We treasure the client relationships we have built over our many years in business. If you decide we are the right fit, we will be there for you through the biggest events in your life.

What Happens Next

Timeline

June 26

Getting Ready

To get the most out of your consultation, we will have you begin gathering all the information we would need to be able to give you the best advice possible (Examples of information we may need: Superannuation Statements, Insurance Information, Budget, Tax Returns).
June 27

Discovery Meeting

We will meet with you to go over the information you collected, define the direction of your financial path, identify any weak areas that pose a risk to your financial health, and help you decide if we are the right fit for you.
June 28

Strategy Development

We will carry out initial research and develop personalised strategies and options to discuss with you.
June 29

Strategy Meeting

After we have reviewed your information, we will invite you into our offices to discuss the strategy options available to you, pick your path, and understand our fees. It will be your choice if you would like to authorise us to develop your formal financial strategy (our first payable service).
June 30

Advice Preparation

During this time we will carry out detailed research, prepare advice, and create a detailed financial plan that best fits your unique situation.
July 1

Presentation

We invite you back to our offices to present the formal advice. If you choose to proceed, we then commence implementation.
July 2

Implementation of Advice

Completion of actions and processes identified in your plan.
July 3

Ongoing Reviews

Meet regularly to review, update, and fine tune your plan to keep you on track to reach your goals.

Ready to get started?

Ready to get started?

HOURS & LOCATION

Mon to Fri - 9 am to 5 pm

Lifegro Financial Planning
7/339 Cambridge St.
WEMBLEY WA 6014

GET IN TOUCH

PHONE
(08) 9387 8010

EMAIL
[email protected]

© 2017 LIFEGRO PTY LTD.  /  TERMS AND CONDITIONS  /  POWERED BY THE AIR CREATIVE GROUP

Nigel Owen (ARN 236520) & Lifegro Pty Ltd ABN 25 113 414 814 / ARN 411643 are Authorised Representatives of NEO Financial Solutions Pty Ltd AFSL 385845 / ABN 64 141 607 098

HOURS & LOCATION

Mon to Fri - 9 am to 5 pm

Lifegro Financial Planning
7/339 Cambridge St.
WEMBLEY WA 6014

GET IN TOUCH

PHONE
(08) 9387 8010

EMAIL
[email protected]

© 2017 LIFEGRO PTY LTD.  /  TERMS AND CONDITIONS  /  POWERED BY THE AIR CREATIVE GROUP

Nigel Owen (ARN 236520) & Lifegro Pty Ltd ABN 25 113 414 814 / ARN 411643 are Authorised Representatives of NEO Financial Solutions Pty Ltd AFSL 385845 / ABN 64 141 607 098