admin@lifelongwealth.com.au

Financial Planning

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Things to know when applying for age pension

AT CENTRELINK 1. Visit Centrelink 2 months prior to turning Age Pension 2. Obtain a CRN (Customer Reference Number) 3. Provide ID (drivers licence, medicare card, citizenship, birth certificate)

9th March 2021

What to expect during your first appointment with a Financial Planner

Scheduling that first appointment with a Financial Planner is the first big step in getting the advice to achieve your financial goals. It is never too early

17th September 2020

My favourite Strategies

Number 1 – “The Downsizer” This is a strategy that appeals to me – it shows the ability of how good legislation can meet real

14th September 2020

Get in Touch

Call +61731885140

Our Location

9 Bald Hills Road, Bald Hills 4036

Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

Lifelong Wealth Holdings Pty Ltd ABN 72 629 538 218 is a Corporate Authorised Representative of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429.

The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. The information contained on this website is intended for Australian Residents only. Updated 3rd March 2022.

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