lifeVantage

lifeVantage

Trusted financial vantage
points - for life and beyond.

When major life changes occur, people need independent, trusted, coordinated and considered financial advice to help them face the challenges and opportunities they are presented with. A clear direction when they need it most. The best possible vantage point – for life and beyond.

Take adVantage.

In relation to personal injury settlements, the financial advice we give to your clients ensures their financial position will be well managed and helps provide more certainty that they and their loved ones can have the best possible quality of life.

Prudent advice is not solely about investing, it encompasses broader advice and areas of expertise but importantly delivers your clients education, support and care when it matters.

Take adVantage of our range of services:

  • Financial advice/lifestyle planning
  • Accounting and taxation planning
  • Corporate structures
  • Access to estate planning
  • Access to guardianship
  • Access to administration

Trust lifeVantage

Vincents lifeVantage is a collective of advisors founded on principles of integrity, trust and independence.

We are not controlled by large institutions and the responsibility we take for helping your clients make such important decisions in their
lives is not something that we view lightly – or fleetingly.

This trusted financial companionship is a commitment we make that extends beyond settlement. Your clients need funding for life. We are here to provide them that clear vantage point for life.

TPD Tax Service

$440 incl.GST

This service relates to providing information to your clients to allow them to make an informed decision on what to do with superannuation
post settlement of their TPD claim. It includes the following components initially delivered through phone discussions and followed by a written report:

1. An understanding of:

  • the options available;
  • an estimate of tax payable on withdrawal from super;
  • Centrelink and the effect each of the options has on entitlements;
  • the effect on family tax benefit;
  • what happens to Death Cover insurance in the fund; and

2. An awareness (if relevant) of the effects on:

  • child support;
  • public housing; and
  • bankruptcy

We can provide additional services if required including formal advice taking into consideration personal circumstances. The cost of this additional service will be determined once we better understand individual circumstances and objectives.

Personal Injury Compensation Service

Full financial planning service for those who require an administrator/trustee or have capacity – for everyone who gets a compensation payment.

Tailored to each individual’s unique circumstances and utilising medical and occupational therapy information to ensure your client’s goals and objectives are efficiently managed over their life expectancy. The cost of this service will be determined once we better understand individual circumstances and objectives.

Our experts

Your clients’ lifeVantage awaits – get in contact today:

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