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

July 3
Ongoing Reviews

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

July 2
Implementation of Advice

Completion of actions and processes identified in your plan.

July 1
Presentation

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

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.

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 28
Strategy Development

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

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 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).

Ready to get started?

GET IN TOUCH

Ready to get started?

GET IN TOUCH

HOURS & LOCATION

Mon to Fri - 9 am to 5 pm

Lifegro Financial Planning
21/199 Balcatta Rd.
BALCATTA WA 6021

GET IN TOUCH

PHONE
(08) 6333 0800

EMAIL
[email protected]

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© 2020 LIFEGRO PTY LTD.  /  GENERAL ADVICE WARNING  /  TERMS AND CONDITIONS  /  POWERED BY THE AIR CREATIVE GROUP

Nigel Owen (ARN 236520), Claudia Gould (ARN  1273049) & Lifegro Pty Ltd ABN 25 113 414 814 / ARN 411643 are Authorised Representatives of Privest Licensee Services Pty Ltd AFSL 526603 | ABN 89 643 697 910

HOURS & LOCATION

Mon to Fri - 9 am to 5 pm

Lifegro Financial Planning
21/199 Balcatta Rd.
BALCATTA WA 6021

GET IN TOUCH

PHONE
(08) 9387 8010

EMAIL
[email protected]

DOWNLOAD

.

© 2020 LIFEGRO PTY LTD.  /  GENERAL ADVICE WARNING  /  TERMS AND CONDITIONS
POWERED BY THE AIR CREATIVE GROUP

Nigel Owen (ARN 236520), Claudia Gould (ARN  1273049) & Lifegro Pty Ltd ABN 25 113 414 814 / ARN 411643 are Authorised Representatives of Privest Licensee Services Pty Ltd
AFSL 526603 | ABN 89 643 697 910