After a bad experience from a previous Financial Adviser who dropped the ball completely, it was indeed refreshing to meet with Marijana and her team. She explained our current situation in terms we could understand, alerted us to future issues and suggested strategies to give us the best possible outcomes in our retirement. Although we only have a modest portfolio, we still felt Marijana gave us the same priority and focus as perhaps she would give to her larger clients. Another aspect we valued was their prompt communications and actioning administrative requirements following a meeting. Every email was responded to quickly and we were never left hanging. We felt reassured by her advice and would recommend Life Financial Planners.
Marijana has good oversight of our financial aims and needs, especially now that retirement is nearly upon us. Almost as important, is her freely shared wisdom on the financial impacts of family and relationship issues!
Marijana has always provided sound advice to me and I trust her knowledge and expertise with my money.
Ray and I are extremely happy with the level of on going service we receive
Marijana and the team at LIFE have provided expert industry advice including loan products, superannuation and income protection. Marijana always explains things in a clear and helpful way, and through her experience and knowledge I feel very confident the advice given is right for our ever-changing needs. We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!
Life Financial Planners Pty LtdLevel 12, 643 Murray Street
West Perth, WA 6005
- Adviser status Platinum
- Number of reviews 17
- First year providing advice 2002
- Years of experience 21
- Graduate Diploma of Financial Planning
Life Financial Planners Pty Ltd