Investment

The Freedom To Do More Is Here

Taking control of your future and building the freedom to do more with your life is made simpler when you’ve invested.
That starts with an investment in yourself, an investment in your intellect and only then – a financial investment.

Real world advice

It’s not a theory, it’s not a concept – we’re not ‘having a go or playing games’ – our advice comes from having lived and breathed volatility.

Online access

Stay up to date with how you’re travelling, online and in real time through easy to use digital access.

Market Movements

When asset values change – opportunities are created. We help you capitalise on those opportunities.

Investor Advice

For us, it’s business and it’s personal – tailoring advice and helping you reach your objectives are the backbone of our service.

Retirement

Want to be poor in retirement? Start planning for it when you’re 5 years away. Want to be comfortable? Start now.

Happy Investors

Happiness comes from understanding – we all fear what we don’t understand. Be informed and happiness follows.

The ‘Adulting’ Checklist

Think you’ve got it all sorted? This brief checklist will give you an idea of the important areas to address.

Keep reviewing

Life changes in the blink of an eye – have a versatile plan and review it frequently to make sure your plan changes when your life does.

We don’t take living big for granted. In the brief time we’re on this earth it is on every one of us to lead a life of fulfilment. What the fulfilment looks like is different for everyone. For some, living big is about grandiose gestures benchmarked by dollars and acquiring ‘stuff’. For others, it’s about the love and fulfilment of family – for the many, it sits somewhere between those two ideologies.

Whatever your sense of fulfilment, the biggest detractor from ever reaching that in a meaningful way often comes down to capacity. We don’t believe that anyone ever got rich and then got happy – but those who weren’t burdened by the stress of bills, risk of illness or injury affecting their income or lack of income sources were able to focus on those things that mattered to them.

That is a beautiful place to be. To work because you love it and not because you must be there is, in our mind, the very definition of retirement – to build a life that you don’t have to escape from is a blessed thing. It isn’t our objective to turn everyone into millionaires at any cost – it is to help you structure a life that protects and nurtures your right to live to your potential, and not be hampered by not knowing or understanding some fundamentals that have oppressed millions.

22 Barronview Drive,

Freshwater QLD 4870

0415 224 586

info@lifesumo.com.au