Committed to Your Financial Success.
At Life Smart Financial Planners, we empower individuals and families with personalised financial advice. With over 20 years of experience, we focus on building lasting relationships based on trust, delivering exceptional service and guidance for your financial well-being.
Our Milestones Over the Last 18 Years
Explore our journey through the years. Each milestone reflects our commitment to excellence in financial planning.
2007
Company Established
LifeSmart® Financial Planners Limited was officially established, focused on delivering personalised financial advice with clarity and care.
2012
Introduced Investment Planning
Expanded services to help clients build their investment portfolios, with tailored plans and advice from LifeSmart®
2017
Introduced Legacy & Estate Planning
Began supporting clients with wills, inheritance planning, and long-term wealth transfer strategies to protect family futures.
2022
15 Years of Operations
Marked 15 years of trusted service, continuing to guide clients through life’s key financial decisions with professionalism and integrity.
Trusted by top financial organisations nationwide
Our Values, Your Peace of Mind
These core values guide every part of how we operate — from the advice we give to the way we support you over time. They’re the standard we hold ourselves to every day.
Clear Guidance at Every Step
We make financial advice simple, clear, and jargon-free — so you always know what’s happening and why it matters.
Built on Trust and Experience
Every recommendation is grounded in decades of proven insight, regulated practice, and a commitment to your best interests.
Planning Life, Not Just Now
We don’t just help you make decisions for today — we guide you with long-term thinking that adapts as life changes.
Connect with Our Expert Team
Reach out today for personalised financial advice tailored to your unique needs and goals.