TAKE CONTROL OF YOUR RETIREMENT, LIFE SOLUTIONS Solutions began over 20 years ago as Hill Financial Services, BE IT NOW OR YEARS AWAY. Lifea division of Hill Legal, offering financial planning solutions in
"Our objective is to find the best solution for your financial needs" Weir said. Peninsula Financial Group have recently welcomed adviser Sebastian Lindemann to the team. Sebastian is an experienced Financial Planner who provides holistic advise including Superannuation, Investment, Personal Insurance and Centrelink.
conjunction with legal affairs. In 2004, Tricia Hill joined the team and Life Solutions was formed, expanding the financial planning services to include self-managed super funds, retirement planning, and most recently aged care planning services. “Through client referrals and professional recommendations, we continue to grow and expand,” said Tricia. “We believe our clients can be best served if the whole person and their lifelong goals are considered, from the original wealth creation through to passing on a family’s fortune and legacy. We also utilize regular seminars and workshops as a means of educating and empowering our clients to make the most informed financial decisions that affect them, their families and their businesses.” Life Solutions pride themselves on delivering the best financial advice, not selling a product. “We look forward to the opportunity to counsel you in the right direction and see your wealth and assets grow,” said Tricia.
For your financial planning needs contact the team at Peninsula Financial Group on 9783 4999 to arrange an appointment.
Life Solutions is at 22A Milgate Drive, Mornington. Phone 5976 6599. www.lifesolutions.net.au
anaging Director and Certified Financial Planner, Lyle Weir and his team can provide a tailored solution to help you better manage your financial affairs, including superannuation, investments, shares, personal insurance and Centrelink advice to Peninsula clients.
Superannuation generally remains one of the most efficient means of managing your retirement funds, but should you use an industry fund, SMSF, retail fund or a wholesale platform? What about annuities? Peninsula Financial Group can help determine what is right for you and what planning strategies might be appropriate.
TAKE CONTROL OF YOUR RETIREMENT, BE IT NOW OR YEARS AWAY We can help you actively manage your Superannuation
We can make your golden years transition easy!
• Are you considering moving to a smaller unit, retirement village or aged care facility? • Did you know you might be able to get surplus funds from the sale of your family home into super at any age? • Discover if your wills and Power of Attorneys are valid. • What is the difference between a senior’s loan and reverse mortgage? Find out more at our Golden Years Transition Information Session Monday April 30th, 1:00—2:30pm Corner Pantry Café 70 Mountain View Road, Mt Eliza
PHONE 03 9783 4999 peninsulafinancial.com.au Authorised Representative of Lonsdale Financial Group Ltd ABN: 76 006 637 225 | AFSL 246934
Call Sheridan to book your seat on 5976 6599. Spaces limited.
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Published on Oct 17, 2014