LIFP is a Newcastle NSW based professional advisory service established in 1994 when Rob Jason and Tom McDermott merged their separate practices for their clients in the areas of personal insurance, superannuation and investment as well as corporate superannuation. In 2006 Tom sold his practice to Rob as health issues restricted his full time participation in work activities. Brett Puxty joined the business in 2008 merging his existing client base with LIFP Consultants Pty Ltd. Brett brings with him 7 years experience in the financial services industry, he holds the Advanced Diploma in Financial Services (Financial Planning) and is currently completing his CFP certification. Brett is able to provide advice in all the areas offered by LIFP including personal/corporate insurance and superannuation.

The firm is committed to long term client relationships built on service, empathy, loyalty and trust with the aim of safeguarding the financial future of its clients.

LIFP advisers have access to the resources of AON Financial Planning and Protection Ltd. However they are all self employed, independent business people.

This delivers two major benefits to LIFP clients:

1. Peace of mind in dealing through a large and internationally respected Australian icon.
2. Tailor made personalised service able to adapt your changing circumstances in a way only small business can deliver.

LIFP looks after the financial interests of both private and corporate clients. None is too big or too small.

All of our advice is given in writing in compliance with the rules and guidelines of bodies such as ASIC.

You can rely on this advice not only being appropriate, but also designed to meet your specific needs and objectives.

• Know your client
• Provide quality advice backed by independent research
• Professionally prepare communications
• Ongoing education of our team to ensure the services and advice provided to you continues to be the best available
• Commitment to ongoing review of your affairs