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Life is full of wonderful moments

Protect the ones you love

Our goal is to understand you

ABOUT US

We help create strategic solutions to grow your life plan.

Life Plan presents modern financial planning through taking care of today’s financial stress so our clients can have more time to experience the moments they enjoy with the people that are important to them. We do this by providing strategic solutions across all life stages whether it be, superannuation, personal insurance needs, investment purposes, home loans, retirement planning or Centrelink assistance.

WHY YOU WOULD LIKE TO SEE US

We like to keep things simple for you.

Life Plan presents modern financial planning through taking care of today’s financial stress so our clients can have more time to experience the moments they enjoy with the people that are important to them. We do this by providing strategic solutions across all life stages whether it be, superannuation, personal insurance needs, investment purposes, home loans, retirement planning or Centrelink assistance.

Our Services

Retirement

Everything you do today, is for your tomorrow

Superannuation

We help create strategic solutions to grow your life plan

Insurance

Protect the ones you love

Investment Planning

Plan your life, live your plan

Savings Plans

A goal without a plan is just a wish

Transition to Retirement

Turn your life’s work into a life plan

Centrelink

Know your benefit, Maximise your entitlement.

Debt Management

With the right solution, you can stop worrying about money

Simon Cutler

Authorised Representative No: 317400
Simon is the founder of Life Plan Strategic Solutions, he has an extensive background in the financial planning industry. Born with Financial Planning in his blood, he began his studies in 2005. Simon believes in working closely with you to create a professional strategy to meet your current and future goals.

FINANCIAL SERVICES GUIDE

David Matthews

Authorised Representative No: 1003318
David joined the Life Plan team in 2016 and brings 11 years’ experience in financial planning to the team. His focus is on understanding what is important to you and your family to give you the advice and tools to make the right financial decisions now and in the future.

FINANCIAL SERVICES GUIDE

Lauren Pelly

Office Manager
Lauren joined the Life Plan Strategic Solutions team in October 2015 and completed a Certificate III in Business. Lauren is our Office Manager working closely with Simon and David, and is working part time while completing a degree in Business and Accounting.

Jess Hibberson

Client Consultant
Jess has been a part of the Life Plan Strategic Solutions family since establishment and is the younger sister to Simon. Jess has three small children and currently works part time.

Ashley Stephens

Client Consultant
Ashley joined the Life Plan Strategic Solutions team in February 2017. Ashley has completed a Certificate III in Business and continues to work full time.

Mikayla McGrath

Receptionist
Mikayla joined the Life Plan Strategic Solutions team in July 2018. Mikayla is currently completing a Certificate III in Business whilst working full time.

David Fishley

Para Planner
David is our technical expert who prepares our Statements of Advice and Financial Plan. David was a Financial Planner for 26 years before joining Life Plan in October 2016. David's knowledge and experience is invaluable to our team.

Darren Allsop

Client Relationship Manager
Darren joined the Life Plan team in August 2018 as our Client Relationship Manager. He is working closely alongside Simon and David, and brings a wealth of experience with over 18 years in the industry.

149 High Street Wodonga VIC 3690 Australia

(02) 6024 7066

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Suite 17c, 8-12 Karalta Rd Erina NSW 2250

1300 558 692 or 02 4365 2554

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AFSL No. 225216