Our Company
Best Life Financial Planning is a small, family-run business with the vision to genuinely help people live their very best life.
What is Living Your Best Life?
Living without the stress and anxiety surrounding your finances, allowing you to focus on what’s really important to you.
Our Value Proposition
How we will achieve this with you:
Best Life Financial Planning takes a personable and relatable approach to financial planning by:
- Getting to know you.
- Clarifying your personal and financial goals to help you find and focus on what is important to you.
- Providing you with financial options and choices.
- Creating your personal financial plan. This includes making sure that it is easy to follow and achievable.
- Implementing your financial plan.
- Ongoing management and review of your financial situation.
Benefits of working with us:
- Taking away the stress and anxiety related to your finances.
- Giving you peace of mind that you have a plan and have direction and certainty with your finances.
- Your retirement now becomes about doing the things you want to do, not what you have to do.
Our Values
INTEGRITY
Our mission is to provide peace of mind for our clients, prioritising their best interests above all else.
COMMUNITY
At the core of our business is a commitment to building meaningful relationships within our community where everyone feels valued and supported.
PROFESSIONALISM
We maintain the utmost standards of professionalism, ensuring excellence, reliability, and ethical conduct that results in the highest quality financial advice.
Years in business
Happy Customers
Our Story
October 2024
Michael Le joined Best Life Financial PlanningJuly 2024
Christopher Brown joined Best Life Financial PlanningDecember 2019
Commenced working with our new licensee Oreana Financial Services.April 2017 - November 2019
Commenced operations as Best Life Financial Planning under the financial services licence of Commonwealth Financial Planning – Pathways.July 2012 – March 2017
Mark worked as an employee of Commonwealth Financial Planning as a Financial Planner in the Brisbane North teamApril 2011 – June 2012
Mark took on his first role as a Financial Planner in the North Queensland Commonwealth Financial Planning team based in Mackay.March 2010 – April 2011
After studying his Graduate Diploma in Financial Planning while working as a high school teacher, Mark commenced his first role in financial services as a Paraplanner for Commonwealth Financial Planning.