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LFS provides clients with the following ongoing services

  • Obligation and cost free initial meeting
  • Formal sound financial plan
  • Implementation of recommendations
  • Ongoing review of LFS recommended investments
  • Annual formal portfolio review
  • Provision of portfolio valuation upon request
  • Recommending portfolio alterations as required
  • Review of Centrelink Assessments
  • Ongoing advice for maximising your Centrelink benefit
  • Newsletters on matters of relevance
  • Assistance with Estate Planning