Who we are at The Life Office
Originally established in 1994 as Apogee Financial Planning, The Life Office is a leader in the Australian financial services marketplace, offering a range of financial products and services that challenge traditional investment boundaries and offer diverse capabilities.
Managing funds of over $150 Million, The Life Office can provide your adviser with resources and confidence that are essential in giving you sound investment advice.
Our name reflects our commitment to facilitating high quality advice and continued excellence in everything we do. As your goal as an investor is to reach and exceed your financial objectives, your adviser's objective is to provide quality advice and planning to help get you there.
The Life Office is a principal member of the Financial Planning Association (FPA).
Here at the life office our team of accredited financial planners collectively have over 40 years of experience in the financial planning industry. Originally established in 1994 as Apogee Financial Planning, our team has been providing financial services to a multitude of varying business sectors and personal clients with an extremely high service standard no matter the client.
We pride our business on the high expectations placed amongst our own team, this is clearly visible in the quality of work we have delivered and our client satisfaction levels which we have maintained for more than 20 years.