Our Vision
As a leading provider of quality financial advice in Australia, Personal Lifestyle Planners delivers excellence in support and management to become the trusted advisors for our clients, ensuring they receive the right information for their circumstances.
Our Mission.
Our mission is to help our clients make smart investment and financial decisions. By building solid relationships based on uncompromising integrity, trust and personal service, we provide guidance and recommendations to help clients plan for tomorrow and achieve their goals.
EXCELLENCE
We value innovative, sensible and cost-effective services and solutions for our clients. We are committed to achieving the highest level of client satisfaction and are dedicated to building long-term relationships.
INTEGRITY
We understand that trusting people with your financial future is important. We provide services in an honest, ethical and courteous manner, respecting and treating your personal information with the same confidentiality as we would our own.
RESPECT & TEAMWORK
Our business relies on respect and teamwork from all angles. We encourage and support our team to build quality, respected relationships not only with their clients but also with each other.
SUPPORT
We are committed to building a successful outcome for every client and every employee, and offer any support or personal development resources in order achieve this high standard we at Personal Lifestyle Planners are known for.
WHY PLP?
At Personal Lifestyle Planners, we have the ability to look at client’s situations without the emotional attachment. This is a crucial part of our role, where we can ensure any decisions made are in line with the clients’ long-term strategy, rather than being in line with short term emotional decisions.
Our expertise is in:
- Life Insurance
- Trauma / Critical Illness Insurance
- Income Protection
- Total and Permanent Disability Insurance
- Superannuation and Retirement Planning
- Allocated Pensions
- Investment Planning
- Financial Planning
At Personal Lifestyle Planners, we believe Personal Insurance is a foundation of Strategic Financial Planning advice. The best investment and retirement plan is worthless if a sudden, unexpected illness or injury disrupts the health or income earning capacity of an individual or family. Whenever we look at a client’s financial situation, Personal Insurance is definitely high on the agenda.
Personal Insurance plays an important role in anchoring a clients’ financial future, providing peace of mind for them and their family should the unexpected occur through illness or injury. It can allow a person or a family to live without the burden of financial pressures and receive treatment and support when sick or injured.
Our Team
You can be confident that when you call our office,you will be met with
the same high standard of service from our amazing support staff
as you would expect your Financial Planner.
Peter Lapthorne
Business Owner and Authorised Representative
Personal Lifestyle Planners
Qualifications: Diploma of Financial Services, Advanced Diploma of Financial Services, FASEA and Graduate Diploma of Financial Planning.
Peter is the founding business owner of Personal Lifestyle Planners, and is an experienced adviser specialising in Insurance, Investments, Superannuation, and Retirement Planning for clients. In 2013, with an aim to grow the business, Peter took over the Phoenix Group (WA) Pty Ltd (formerly owned by Don Usher).
Prior to financial services, Peter was employed in various skilled roles in the mining industry which included managing mine titles.
The favourite part of his role is meeting people and looking after their financial future both with insurance to protect their dreams and helping them with their superannuation choices to create the lifestyle they strive for in retirement.
Peter says, “My aim is for Personal Lifestyle Planners is to continue to focus on providing all our clients exceptional, old fashioned service, and to help them reach their financial goals”
In his spare time, Peter enjoys spending time with his children and grandchildren. He enjoys watching football, cricket and fishing.
Sarah Duffy
Practice Manager
Sarah joined Personal Lifestyle Planners (PLP) in February, 2017, works closely with team to ensure a high level of service is provided to all clients.
Bringing experience from her previous role at WP Invest and Plan B, along with having managed the bookkeeping for her own business, Sarah understands the importance of securing and protecting your financial future and can provide relevant information, advice and support on how to achieve this. She enjoys working with clients and helping them map their financial planning journey and has quickly become an integral player in the dedicated and talented PLP team. Sarah earned a Bachelor of Business (Administrative Management) from University of South Australia.
Not surprisingly Sarah has her own goal to be financially secure and she balances work time with caring for her three children, keeping healthy with pilates and the gym and entertaining at home.
COMMUNITY
Personal Lifestyle Planners are proud supporters of our local community, giving back where we can, and getting involved in charitable events.
We believe that we can offer valuable support to improve people’s lives in a positive way and are always open to hearing from those who could benefit from our involvement.
