About Us
Announcement
On the 1st August 2011 the Lifetime Planning business was acquired by the Equity Trustees Limited (EQT) Group from the Paragon Care Limited Group. EQT is an Australian publicly listed company focusing on the provision of financial services to both individuals and businesses. Lifetime Planning has been registered as a business name and will become part of the EQT Aged Care Services business.
For more information on Equity Trustees Limited www.eqt.com.au
Our objective is to ensure all clients of Lifetime Planning are relieved of their financial worries so that they can focus on the things that are more important in life than money. We hope you are that next client!
Lifetime Planning entered the financial planning industry in 1983.
From its very early days, the company has assisted Seniors and their families with Aged Care Accommodation needs, concerns and financial planning advice.
The movement of loved ones from their family homes to Retirement Villages and Aged Care facilities soon directed the company to meet the needs of these people and their families.
We specialise in the Aged Care Industry and have the understanding and knowledge to be able to provide expert advice, specific to the financial and personal objectives of our clients.
Our Team
Mrs Susan Woodruff
A Certified Financial Planner (CFP) in addition to attaining an honours degree from Otago University and a Diploma of Financial Planning with Deakin University.
Susan has over 18 years financial services experience with the Commonwealth Bank of Australia and Lifetime Planning, with a focus on financial planning, aged care and estate planning, personal risk insurance and dealing with valued clients.
Mary DeAngelis
Mary-Lou De Angelis, Financial Planner, graduated with a Bachelor Business Financial Planning from RMIT University. She is currently studying toward her CFP Designation.
Mary brings with her a vast array of experience and knowledge ranging from self managed superannuation to the myriad issues involved in centrelink and aged care placement. She recognises that each Client is different and provides advice with the “Client’s” values in mind.
Her aim is to provide sound advice, offering a more stress free and effective option for all Clients and their Families.
Mary's Financial Service Guide Download PDF DocumentMs Anna Lawton
Anna has a Bachelor of Arts and Bachelor of Science degrees, has completed her Diploma of Financial Services (Financial Planning) and is currently studying for her Graduate Diploma in Financial Planning.
Anna has over 7 years financial services experience with Lifetime Planning, with a focus on assisting Senior Australians with their aged care needs. She is also able to assist clients with general enquiries surrounding aged care, pension and Centrelink/DVA information and reverse mortgages.
Anna's Financial Service Guide Download PDF DocumentMr Ken Mitchell
As the founder of Lifetime Planning back in 1983, Ken has been a pioneer of financial planning in the aged care and the seniors market. All the team at Lifetime are very excited to have Ken back in the team where his expertise, insight and mentoring will be invaluable to all.
Ken is looking forward to the challenges ahead as the industry grows at a rapid rate to accommodate the ageing population as the aged care landscape evolves to satisfy growing demands.
The need for specialised financial planning in this sector has never been more important for both Australian Seniors and the vast array of aged care facilities. Especially in the areas of accommodation bonds, daily care fees and maximising peoples pension and income benefits.
Ms Chantal Rosser
Chantal has a Bachelor of Commerce in Financial Planning, Accounting, and Finance from Deakin University. Chantal is keen to further her education and commence studies to become a Certified Financial Planner (CFP).
Chantal comes to Lifetime Planning with a vast array of experience including over 5 years in the financial services sector working in areas such as superannuation, financial modelling, and taxation queries. Chantal holds the position of Para Planner with Lifetime Planning and is dedicated to gaining as much knowledge about the industry as she looks to fulfil her ambition and become a Financial Planner over the coming years.
Chantal's Financial Service Guide Download PDF DocumentMr Quentin Birchley
Quentin has a Bachelor of Science, Commissioner of Declarations and has completed his Diploma of Financial Services. Quentin comes to Lifetime Planning with a vast array of experience in customer service gained with close to twenty years experience in the finance sector.
Quentin has decided to spread his skill set across to Financial Planning where he can specialize in assisting families with their financial needs when transitioning their loved ones to aged care. This passion has been fuelled by his own personal experience within his own family. Quentin is looking forward to further study and to becoming an asset to Lifetime Planning’s clients for many years to come.