Life Values Pty Ltd Information

We help protect and achieve what’s most important to you. If you want to be one of the 5 in 100 people to achieve financial independence, we want to show you the way. It’s not impossible and if you’ve got time on your side and smart financial advice, you’re more likely to achieve your aspirations. Our advice is based on four life values that reflect our core beliefs. Truthful – Without the truth you’re going to have challenges in achieving your goals. It’s important we understand your goals, separate fact from fiction and help you develop a healthy relationship to have with money. Helpful – Our programs are designed to help you achieve. Life can however get complicated along the way. We will help you work through any challenges that confront you. Approachable – You should feel that you can talk to us about anything you want to. It’s our job to listen as well as provide you with advice in a comfortable environment. Sustainable – It’s important that the journey towards your goal is sustainable. We created the concept of fun money. We take the mystery out of money. We break down your journey down into a series of achievable and realistic steps. It’s also really important that we have fun along the way. Financial matters can cause a stress response in some people – but when you’re in control, with a plan, and a Life Values Adviser by your side there will be more important things to worry about than your financial life. Life Values Pty Ltd ABN 34 141 073 109 is a Corporate Authorised Representative of RI Advice Group Pty Ltd. ABN 23 001 774 125. AFSL 238429. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement. This information is for Australian residents only.