Meet your Team with over 50 years of experience
-
Adam
Watts (B.Comm - G.Dip FP - G Dip App Fin and Inv)
My passion for finance and assisting clients achieve their financial goals and objectives is indisputable. I started investing at a young age and then educated myself in the financial industry at university and with post-graduate studies. When I’m not thinking and talking finance, I’m spending time with my little ones, Oliver and Zara who also keep life busy for me.
-
Hugo
Sampson (B.Bus Economics & Finance, Dip.FS Financial Planning)
Many Australians retire relying on part of the government’s age pension. It’s not enough to live on so it’s important to boost your retirement savings now while you still can. I’m passionate about helping retirees fund the lifestyle they deserve and have worked so hard for. A Transition to Retirement can be a highly tax effective strategy to boost retirement savings.
-
Anthony
Stedman (CFP & Fellow of the FPA)
Hi there. At my age, I have seen most things that life can throw your way. Married with 3 adult kids, we are looking forward to a future where we concentrate on the two of us more. Having spent all my life in this industry, I do believe that I know what I am doing. I take pride in the way we do business and believe that what you reap, you sow. For this reason, we offer a completely independant advice process that is not influenced in any way by product manufacturers or the banks. I am passionate about delivering an engaging and understandable outcome to all my clients.Read more about Anthony Stedman
Telephone us now
for your FREE 1 hour consultation
Thank you to everyone at Lifetime Financial Group. What was confronting at the time (Our friends seemed to know much more about this than us), became so much easier to get our heads around. We are both 55 and the Transition to Retirement website helped us better understand the benefits of sorting this out.
The personalised report is detailed and set out simply the benefits but also confirmed that we were not going to lose any of our take home income.
Meeting with Anthony Stedman made us feel in control and we found the process simple and easy to understand. We are in excess of $140,000 better off in retirement now. Thank you so much for assisting us
After the sudden death of my husband in 2009, I had no idea what investments we had or which bills needed to be paid. Hugo was able to sort through the mess and provide a clear outline of my new financial situation. I feel confident that the right person is looking after my finances in a highly personal and professional manner. Thank you Hugo. – August, 2010
Retiring in 2008 saw my superannuation diminish after working all my life. A friend of mine suggested I see Hugo who made a real difference and stopped me having to worry all the time. I now know my money is well managed, I understand what investments I have and feel my position is improving each day. – June, 2009
Hugo provides personable, positive and creative advice that focuses on achieving your financial objectives. – December, 2011.
It’s about time that advice came down in price. We really appreciated the detail of the report prepared for us. It helped us better understand what TTR is and how we could benefit from it.
At $395.00, the financial plan was very good value.
The analysis that was completed on the costs of our managed funds has saved us in excess of $1,400 per year.
We chose to have Anthony Stedman and his team implement the advice as well. This made the changes easy and it is working like a charm. You can tell they know what they are doing.
Thank you