OUR TYPICAL CLIENTS

Our clients are ambitious, have busy lives, ask intelligent questions and want to delegate to experts where they can.

Our clients are successful in their chosen fields and realise they do not wish to be across all the detail all the time.

We aim to present information to you in a simple way so that you have all the relevant detail to make informed choices.

Typically our clients have:

$300,000 pa

A household income level above

$800,000

And / Or superannuation and investment assets above

At these levels our comprehensive service offers great value to our clients and provides us with an array of areas we can apply strategy for improved efficiency and outcome.

Typically our clients are:

Successful

Business Owners

Young Families

Time Poor

Being a client of Life Money Co means you are among a select few.

Unlike many businesses in the financial planning industry who wish to ‘scale up’, we have decided to limit our client numbers. This allows us to focus on customer service, being pro-active and responsive when you need us.

Apply to become a client of ours by booking a time with Adam Faulkner, our principal CFP and SMSF Specialist adviser.

Book Now