Anthony Stedman is CFP and a SPAA accredited SMSF specialist Advisor.
With more than 30 years experience Anthony specialises in advice and guidance in relation to all aspects of Self-Managed Super and Directly Held Investment Portfolios for busy Australians.
Anthony notes Our dealer group is not owned, controlled or influenced by any Bank or other financial institution. This gives us the freedom to work with our clients and to make recommendations based solely on their needs, rather than as a result of pressure from higher up the line to sell a product!.
LifeTime Financial Group specialises in the use of direct equities and a range of other investment types (Exchange traded funds, Cash management accounts etc.) that are completely transparent from a costs perspective. Becuase of the way we offer our services, we manage all clients investments in Self-managed super and Directly Held Investment Portfolios free of commissions or any other form of inducement. This ensures a fair and equitable approach where services and advice are delivered on a fee for service model.
We take managing our client's financial affairs seriously. We never take our clients for granted and are in touch on a regular basis to address or direct matters as required.
We offer an obligation and cost free initial meeting. At this meeting, we will get to know each other and both parties decide if we are comfortable working together. After all, this could become quite a long-term relationship. And one where both must feel completely comfortable.
Please feel free to touch base with us. We are very happy to provide references if required and would welcome the opportunity to meet and discuss all aspects of your needs.
Get in touch with Anthony Stedman