Contact us for a cost and obligation free appointment

Clarity

Our Financial Life Management process helps you consider your entire life and define what you want your money to do for you.

Confidence

Develop a plan that you can follow and put your money into action with Financial Planning and Investment Management.

Control

Articulating your goals and ensuring your money is working towards those goals (not someone else’s) will provide you with total control over your financial life, so you can adjust to the inevitable changes.

How we can help you

Whether you are thinking of retirement or looking to buy your first home our expert financial advisers can assist you achieve your goals.

Lifetime Wealth Partners Expert adviceA goal without a plan is just a wish.

Retirement Planning

Superannuation and Investment Advice

Risk Management & Estate Planning

Cash flow and Budget Planning

Mortgage Broking and Finance

Aged Care Advice

Our Advisers have over 40 Years of
combined experience

Evidence Based
Investment Philosophy

Tailored Advice
No one size fits all

Hundreds of
satisfied clients

Proven process
that gets results

Our Partners

Tony Lambert

Parter

Team Accounting and PFG

Lifetime Wealth Partners are the trusted financial advisers that we refer our clients to when they require investment, risk and retirement planning expertise.

Leesa Bavell

Partner

Team Accounting and PFG

Having a financial planning firm that we can trust and confidently refer to enables us as an Accounting firm to provide holistic advice to our clients.

Redcliffe

131 Sutton Street, Redcliffe QLD 4020
07 3448 0073
clientservices@lifetimewealthpartners.com.au

Geebung

Unit 7/115 Robinson Road, Geebung QLD 4034
07 3448 0073
clientservices@lifetimewalthpartners.com.au