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Financial Wisdom
Lifewise Financial Solutions Pty. Ltd.

Business Type

Financial Planner

Services & Products

Wealth Creation
Pension Planning
Taxation Assistance
Risk Management
Retrenchment & Redundancy
Wealth Management
Estate Planning
Salary Packaging
Succession Planning
Investment Advice
Portfolio Review
Social Security Assistance
Retirement Planning
Savings Strategies
Small Business Planning

Lifewise Financial Solutions Pty. Ltd.

Lifewise Financial Solutions provides financial planning services to individuals and businesses and has developed a reputation for helping people successfully secure their financial freedom and security.

Lifewise Financial Solutions' director Steve Hickman has been in the Financial Planning and Life Insurance industry since 1983. Today, Lifewise Financial Solutions has Victorian offices in Warnnambool, Geelong and Melbourne as well as in South Australia.

Steve specialises in estate planning, superannuation planning and risk management as well as small business planning for businesses located in the Warrnambool and Geelong areas.

Steve also has particular specialised knowledge in the following areas:

* Retirement Planning
* Superannuation
* Small Business Planning
* Salary Packaging
* Investment
* Wealth Creation
* Insurances
* Income Protection
* Retrenchment & Redundancy
* Social Security/Centrelink Considerations
* Business Succession Planning

Steve and his team of Financial Planners provide customers with advice based upon honesty, integrity and are committed to providing a quality ongoing service to customers.

Lifewise Financial Solutions Pty. Ltd. is an Authorised Corporate Representative of Financial Wisdom Limited AFSL 231138.
03  5561 5855
Service area for Lifewise Financial Solutions Pty. Ltd.
Providing Service in :
89 Henna Street
VIC  3208

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