Lifetime Financial Solutions
36 Years
in Business
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About Us
Wealth Creation Retirement Planning & Investment Strategies
- General Info
We have extensive experience in building, protecting and managing your wealth.
One of the benefits of working with BMO is the close communication between your financial planner and your accountant - a holistic approach to achieving your financial goals.
Wealth accumulation and investment planning Superannuation planning Retirement planning Taxation management (as part of your investment planning) Wealth protection (life insurance, accident and sickness policies, income protection. Principal Wealth Management Pty Ltd trading as BMO Financial Solutions ABN 53 109 336 601 is a Corporate Authorised Representative of McPherson & Associates Pty Ltd Australian Financial Services Licence (AFSL) 229883.
- Accreditations
BComm, CFP - Shane Lee- Email Business
- Extra Phones
- (07) 4662 3722(07) 4660 6900
- Payment method
- cheque, mastercard, debit, visa, eft, cash
- Established
- 1990
- Staff
- 1-10
- AKA
BMO Financial Solutions
- Service Notes
- Open Monday to Friday
- Other Link
- Other Email
- Category
- Commercial
- Yes
- Keywords
- TPD, dalby, financial planner, income protection, insurance, life insurance, retirement planning, shares, wealth creation, wealth protection
FAQs
How do I know what insurance I need?
Many people have insurance as part of their superannuation fund, which is usually only a default level of cover. Individual comprehensive retail insurance that is tailored to suit your needs and requirements provides a range of benefits. Packages may include various products, additional options and cover amounts? Giving you more flexibility and more cover, which can make a huge financial difference to you when you need it most? We can help find the life, income and TPD insurance right for you.
I need an adviser I can trust?
Our advisers are fully qualified experts in personal finance and investment. We are committed to ongoing professional development and education to give you the most up to date technical knowledge and advice, specific to your needs. Our experience and specialist knowledge helps you make sense of all your options, so you can choose the best solution. We observe a strict and comprehensive Code of Professional Conduct, and are subject to stringent compliance and audit guidelines.
I want to set myself up for retirement and need the right advice?
We look at your entire financial position, your needs and what you want to achieve in life before helping you plan how to get there. Then we guide you through a simple step-by-step process to create a financial plan just for you. At our first complimentary meeting we will discuss your current situation and life goals to understand how financial advice can benefit you. Phone us today to arrange an appointment.
How can I contact Lifetime Financial Solutions by phone?
You can contact Lifetime Financial Solutions on (07) 4662 5184.
Where is Lifetime Financial Solutions located?
Lifetime Financial Solutions is located at 178 Drayton Street, Dalby, QLD 4405.
How can I email Lifetime Financial Solutions?
You can email Lifetime Financial Solutions at [email protected].
Does Lifetime Financial Solutions have a website?
Yes. You can visit Lifetime Financial Solutions online at http://www.bmo.com.au.
What are the opening hours for Lifetime Financial Solutions?
The opening hours for Lifetime Financial Solutions are Mon - Fri: 8:30 am - 5:00 pm.
What type of business is Lifetime Financial Solutions?
Lifetime Financial Solutions is listed under Financial Planners.
What payment methods does Lifetime Financial Solutions accept?
Lifetime Financial Solutions accepts cheque, mastercard, debit, visa, eft, cash.