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Lifestyle & Retirement Planning is an independently owned business offering a professional financial planning service. With no ownership affiliation with any financial institution, we are able to provide investment solutions for our client's void of any conflicts of interest.

Latest News

October Fest
Wednesday, 23 November 2011

Ever noticed how gamblers always tell you about their big wins, but tend to keep their even bigger losses close to their chests? People who seek to finesse their entry an…
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Market Update August 2010
Monday, 21 November 2011

In Brief Australian shares fell 1.1% in August. Global shares ended the month 2.1% lower. In August, the US was the worst performing major market as fears grew of a d…
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When Fear Enters the Market
Monday, 21 November 2011

Investors Risk Aversion (Fear) Impact on Markets In recent times, conditions in the financial markets have been extreme and interpreting markets in these conditions can …
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Welcome to Your Financial Plan!

Your Financial Plan a financial planning firm based in Geelong, servicing clients throughout Australia. At Your Financial Plan, we provide quality advice to help you achieve your financial and life goals and enable you to enjoy the lifestyle you desire.

We can help you with expert financial strategy advice, superannuation including Self-Managed Superannuation Funds, investment advice, portfolio management, estate planning, debt management and personal insurance advice.

At Your Financial Plan, we use comprehensive financial analysis and the latest financial strategies to create an individually tailored plan that helps our clients protect and maximise their financial wealth and achieve their most important, personal goals.

We abide by a fiduciary culture, whereby we exist to help our clients manage, protect and grow their financial resources. Clients can rest assured that the investment advice we provide is void of conflict and always in their best interests.

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