About Lifewealth Group

Our business commenced in 1997 when we decided to address the need for a more holistic financial advisory approach to wealth management for busy professionals and private business owners.

We recognised the need for a one stop shop approach to provide specialised tax and compliance advice in combination with wealth management.

As our evolving business has grown and the legislative environment has changed we have also corporatised our businesses. Our tax and consulting business trades under the name of Lifewealth Partners Pty Ltd and our wealth management business Lifewealth Financial Strategies operates under our own Australian Financial Services Licence held by Lifewealth Pty Ltd.

The Lifewealth Groups' business model is designed to offer clients the benefit of our combined internal resources and the expertise of our many strategic partners is the result of this evolution.

The Lifewealth Group has developed a culture of personal support that provides clients up to date advice and assistance. Our people are positioned to help navigate the increasingly complex financial straits governing contemporary lifestyle choices, long-term wealth creation and their compliance requirements.

Strategic Partners

We have over time, developed strong and successful relationships with a group of strategic partners who support us in the service of our clients.

Lifewealth recognise that to give a complete service to our clients we need support in areas of expertise that we are not qualified to offer.

Legal

We have two law firms whom we feel confident to refer you to who can help you with your estate planning, conveyancing and general legal requirements.

• Lewis Holdway
  20 Queen Street Melbourne
  Contact: James Lewis
• Anderson Rice Lawyers
  10/555 Lonsdale Street Melbourne
  Contact: Michael Bromby

In the very specific area of family law we would recommend Wendy Kogler-Thomson of Forte Family Lawyers at 250 Queen Street Melbourne.

Personal Risk Insurance

Greg Thomson who founded T.A. Management Pty Ltd has been helping our clients protect themselves and their families through his expertise in insurance for more than eight years. Greg has specific expertise in the areas of Death and Total and Permanent Disability Insurance, Income Protection and Trauma Insurance.

Financing Requirements

Money Depot is a finance broking firm who will support you in finding the most appropriate finance package to suit your needs whether it be the purchase of a residential or commercial property or project financing.