About Us |
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| Life Strategies is a privately owned group established in 1995, providing financial planning advice, mortgage broking and accounting services to individuals, trusts and self-managed superannuation funds. Many clients find it convenient and mutually beneficial to have their financial affairs managed by associated professionals at the same location.
We also offer these services separately as some clients wish to retain an existing relationship with a financial adviser or accountant. Our team are experienced in liaising with other professionals to ensure that all the people assisting you meet your goals understand the strategy and their responsibility for implementation. Since our establishment in 1995 we have offered our services on a fee for service basis allowing us to focus on your requirements first and foremost. Where it is beneficial to you or there is a structural issue such as with life insurance, we can receive commissions too. |
Life Strategies Financial Services (ABN 70 490 902 616) is a Corporate Authorised Representative No 298686 of Lofgren Financial Pty Ltd (ABN 68 641 333 771). Lofgren Financial Pty Ltd holds Australian Financial Services License No. 530501.
Our Financial Services Guide details the services provided under the licence. Our terms of business outline how we interact with our clients to provide you with financial advice. Life Strategies Accounting Services Pty Ltd is a separate company established in 2008 providing taxation and accounting services, and is a registered tax agent. This business holds its own professional indemnity insurance and is managed by a Chartered Accountant and SMSF Specialist with the Institute of Chartered Accountants. Our Mortgage broking services have been provided through a relationship with One10 since 2007. For more details please refer to Our Services. |