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FINANCIAL LIFESTAGES

Getting Started

At this stage you lay foundations on which to build on, including superannuation, insurance, saving and investing.

Wealth Creators

This is the time to focus on creating wealth and to start investing for the long term.

Families

An important time to review insurance, assets and liabilities and make sure that your family is protected into the future.

Pre-Retirement

Make the most of this time to boost your retirement savings.

Retirement

Enjoy the rewards of your hard work whilst ensuring that funds last and keeping your Will up-to-date.

Calculators

Budget planner

Savings goals calculator

Women’s money toolkit

Mortgage calculator

Superannuation calculator

Retirement planner

Investing challenge

Testimonials

Tara Ravarua

Amazing service, very bubbly personality. Thanks again Lee Fen Goh. I would highly recommend this to anyone ...

"We were recommended to Lee Fen by our Mortgage Broker and we haven't looked back! Our initial feelings of cautiousness were immediately set aside when first meeting Lee Fen. She made us feel at ease with her genuine sense of caring and her vast knowledge of the industry. Lee Fen was able to put in place strategies that helped us ...

Rafael Dance-Hooi

"Lee fen has helped me realise how important financial advice and planning can be. She is honest, friendly and knowledgeable and I know that she has my best interests at heart. She is always happy to discuss any queries or concerns at length and her services have saved me a great deal of time and stress. I am confident leaving ...

Kathleen Yeoh

"I have little knowledge of financial matters, so having someone like Lee Fen is very beneficial to me. She takes the time to explain matters that were unfamiliar to me. I know that I can trust Lee Fen with my finances. With her guidance, I am slowly but surely gaining valuable knowledge in financial matters." ...

Benjamin Lee

"I had never thought that I would ever require a financial adviser. However, after a chance meeting with Lee Fen, I slowly began to realise how invaluable the services of a financial adviser can be. Lee Fen has the dedication to follow-through with any issues that are brought up to her, which is a rare trait. Having formally engaged with ...

Niki Xiourouppa

"We are extremely happy to have been introduced to Lee Fen. It's very reassuring to have such a knowledgeable professional working with us to reach our financial goals. Lee Fen's friendly and enthusiastic manner makes her very easy to talk to and she is always happy to answer any questions. It gives us peace of mind to know our future ...

Wendy DiMonte

"Lee Fen has helped look after my financial needs over a significant period of time now. It gives me total peace of mind knowing that my future is being prepared for strategically and continues to be closely monitored. I also greatly appreciate the fact that Lee Fen is always a phone call or email away. " ...

Bernie Daly

"Lee Fen is very efficient and keep us informed with any new developments. She is always available to discuss any issues that we have. We feel very confident with the way she is managing our affairs. We are happy to recommend her to others. " ...

Curtis Aikens

"Lee Fen is very approachable, easy to talk to and knows her stuff. Would greatly recommend her to anyone." ...

Frank & Guida Coutinho

"We started over, financially, when we migrated to Australia 11 years ago. It was truly a blessing to have been introduced to Lee Fen and to discover an extremely knowledgeable professional who is truly interested in us as people and in our circumstances. Lee Fen tailor-made a financial plan specific to our needs and took the time to explain things, ...