Latest Articles Archives | Lifelong Wealth

The Potential of Downsizer Contributions: A guide to boosting your Super

If you are getting close to retiring and are starting to consider selling your family home to downsize, then this article is for you. In

18th September 2024

Financial Advice in Brisbane: Understanding Non-Concessional Contributions

When planning for retirement, it’s essential to consider various strategies to maximise your superannuation benefits. One effective approach is making non-concessional contributions. These contributions are

31st July 2024

Why an Estate planning checklist is essential: Top 10 tips from a Financial Adviser

What is Estate Planning & Why It Matters No matter how daunting it seems, having a well mapped out, pre-planned estate plan at hand would

29th January 2024

Secure Your Legacy: How to Pass on Your Managed Investment Funds to Your Family

Introduction- Passing on your managed investment funds Securing the future of your family can be quite the head-scratcher. When looking into the endless options to

19th September 2023

DVA Permanent Impairment Payouts

Have you recently been offered a DVA permanent impairment compensation payout and not sure what to do? Your service in Defence can be very rewarding

13th June 2023

Government’s Proposed Changes to the Taxation of Super

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26th April 2023

Financial strategies - LifeLong Financial Planners Brisbane

Top Five Financial Planning Strategies

When it comes to financial planning, there are a lot of strategies that people can use to ensure they are on the right path to

8th March 2023

TDP Payout Superannuation Consultants Brisbane North

The ultimate guide to TPD Payouts from Superannuation funds

Have you recently had a TPD payout? Has the claim been finalised and you are now in receipt of a large sum of money and

7th February 2023

The benefits of Financial Advice

As we’re entering the new year of 2023, a few of us might take stock of our finances. After the Christmas spending of 2022, inflation

17th January 2023

Small steps to great success

Financial success is often made by taking small steps to get there. It may seem daunting and overwhelming but like anything, if you have a professional guiding you along the way, small steps can lead to something great.

6th September 2022

Total and Permanent Disability Insurance Claims Through Superannuation

How may this affect you without you even knowing. f you are in North Brisbane and unable to work due to injury or illness, you

22nd July 2022

Aged Care Advice – Is it time to plan a solution?

You’re starting to become a little slower, you’re finding that you’re forgetting things more often, you’re starting to avoid certain areas of the house as

16th May 2022