Our Financial Services

Our Financial Services

How we can help you grow

How We Can Help You Grow

We Assist Our Clients with the following financial services:

We Assist Our Clients with the following services

  • Wealth accumulation strategies
  • Pre-retirement strategies
  • Transition to retirement strategies
  • Estate planning strategies
  • Life insurance
  • Business succession planning
  • Salary packaging
  • Superannuation (incl. Self-Managed Super Funds)
  • Retirement income streams
  • Managed investments
  • Direct share investment
  • Direct property investment (strategies only)
  • Socially responsible investments
  • Standard margin lending and gearing
  • Debt management
  • Budget guidance
  • Centrelink and Veteran Affairs planning
  • Ongoing reviews of your financial plan

What Stage Of Life Are You In?

What Stage Of Life Are You In?

Select from the situations below.
See how we can help get your finances on the right track. If you know where you are, and where you want your dreams to take you, you’re already halfway there. Here at Lifegro, we can help you get on the path to achieving your goals, no matter what stage of life you’re in. 

STARTING OUTSTARTING OUT
GROWING FAMILYGROWING FAMILY
EMPTY NESTINGEMPTY NESTING
RETIREMENTRETIREMENT

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]

© 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 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
21/199 Balcatta Rd.
BALCATTA WA 6021

GET IN TOUCH

PHONE
(08) 9387 8010

EMAIL
[email protected]

© 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 NEO Financial Solutions Pty Ltd AFSL 385845 / ABN 64 141 607 098