I provide my clients with the confidence to live their lives with purpose and direction, safe in the knowledge that their wealth potential is both protected and managed appropriately for growth and security. A holistic planning approach is used, where your lifestyle needs and goals are central. Building a long-term relationship is key to ensuring financial planning strategies remain connected to your lifestyle circumstances and goals.
Our fee structure is transparent and based on time and complexity, not funds under management, so you can be assured of value for money, and always know what you are paying for.
We meet the cost of the initial meeting, and so we encourage clients to come prepared to the meetings so they gain the most advantage from this meeting. All financial plans attract a flat fee cost, based on complexity and time. The ongoing advice packages are optional and a cost only applies if you agree to the ongoing service package. We offer an ad-hoc service at $330 per hour fee for those clients who do not want an ongoing service, but do want access to advice as and when it is required. Insurance clients may opt to have their cost of advice paid from commissions received from product providers or pay a fee for service. We do not take commissions for investment advice.
Mary has given me advice in areas of a Redundancy Payout and Superanuation payment utalizing both payments to payout my mortgage and a car loan going forward into retirement. Mary is always able to explain things clearly to me and helping me finalize my mortgage and car loan. Through Mary's knowledge and experience i am confident that the advice she gave me was right for my ginancisl situation. I have always received Mary's full care and assistance and attention when i have needed her advice. I highly recommend her as a financial Advisor.
Mary has given me advice regarding my superannuation portfolio. She is always well prepared in that she has her suggestions well researched , provides very good recommendations and keeps up with what is available on the markets . Her recommended actions are backed with current research. Mary is readily available, and gives plenty of notice for appointments . Her personality is warm, friendly and very professional. Always takes time with myself as her client and follows through on whatever action has been decided at the time.
Mary is a highly experienced and qualified Financial Planner who has guided me through my financial decisions at critical moments in my career. She is extremely knowledgeable and really cares about her clients. I would highly recommend Mary if you are looking for a Financial Planner who is deeply committed to providing comprehensive advice on borrowing/refinancing, superannuation, budgeting, income protection insurance and forward financial planning. She is a gem!
Mary is a Financial Planner who takes the time to get to know and really understand the needs of her clients. She is approachable and patiently explains (sometimes more than once) the details of my plan and the strategies that are being put into place. She is always looking for ways to minimise fees without compromising value and her attention to detail provides me with confidence that she has my best interest at heart. Highly Recommend!
- Adviser status Gold
- Number of reviews 4
- First year providing advice 1998
- Years of experience 25
- Master of Financial Planning
Plan and Implement40 Kewarra Dr
Clifton Springs, VIC 3222
- 9:00am – 4:00pm Monday – Saturday
- In person
- Video call
Lifespan Financial Planning