Helping you reach your potential.
Make smart
choices today for your financial future.
It takes a lot of self-discipline to stay focused on the future. There’s plenty of things to spend your money on now, like a new car, a holiday… It’s hard to think of tomorrow and the future when you live in the present.
You need to invest a lot of time to go through all the information out there. Access to information that’s right for you is critical to making the right choices.
Every day you’ve got to make decisions that have good or bad consequences. Having too much choice makes it harder. It opens the door to doubt. You need to make the right choices today for your future. Sometimes it’s good to give up the driver’s seat.
How can we help?
Build wealth and pursue your goals
It’s time to pay down debt, protect your wealth and grow your assets.
Prepare for retirement and beyond
You want to be confident that you will have enough money to enjoy your life when you stop working.
Make the most of retirement
You would like to leave a legacy for your kids and ensure you don’t run out of money anytime soon.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Business Insurance
When you’re running a business and looking after your employees, you’ve probably never stopped to think who’s going to take care of things if an unexpected event occurs. Business Insurance helps protect your business in the event of an accident, illness or death.
Your local financial partners
We’re making a positive difference. We’ve helped over 5000 clients make smart financial decisions. And we’re here to support you. You’re in professional company when it comes to making financial choices about your present and future.
Over 20 years, we’ve helped people just like you achieve their goals and secure future dreams. Making it easier for you to make smart choices is what we do best.
Our growth is founded on continually improving the lives of customers and their families. We’d like to welcome you to LifeNet(WA).
Prepare for tomorrow, make the most of today.
Insights
Market movements and review video – November 2024
Harnessing the double edge sword of tech
Unlocking success: lessons from the world’s best investors
The Age Pension and your retirement plans
Insuring against loss of income
Clean out the cobwebs and freshen up your professional and personal life
Kind words from our clients
However, thanks to Alison and the team, the process was seamless and stress free.
From the first phone call, my claim moved through the process and I was kept well informed of any issues or information required thanks to LifeNet(WA).
My claim has now been settled stress free and I can’t thank the LifeNet(WA) team enough for their help in a time that may have become a very frustrating situation.”
The assistance I received from Alison and Brendan at LifeNet(WA) was outstanding, from helping with the completion and submission of my claim, to the follow up with the insurance company that resulted in a positive result. It certainly took a great deal of pressure off at a time when I really wasn't equipped to face this alone."
My parents had been long term clients of LifeNet(WA). Over that time Brendan and his team consistently provided exemplary service. When it came to navigating aged care the knowledge that Brendan has made the often confusing and overwhelming process manageable.
The claims process was explained to us in detail and our claim was settled in a timely manner. The LifeNet(WA) team, especially Alison, made themselves available whenever we needed, and nothing was too much trouble. "