Wealth Management

The preparation of your Financial Plan is only the beginning of what we hope will be a long-term professional relationship between you and Lifewealth.

Your wealth creation is enhanced and preserved by our ongoing Wealth Management Service.

Financial plans and investment portfolios evolve over time and through your ongoing relationship with Lifewealth we will be able to service your changing requirements.

We typically use the Asgard Wealth Solutions administration platform for investments in Managed Funds. The Asgard platform allows you to invest in wholesale funds at wholesale prices. The Asgard platform works as an umbrella over your managed funds and allows you online access to your portfolio, as well as supplying you with consolidated reporting together with an annual tax report.

Through Asgard you have access to over 150 leading managed funds. It is Australia’s most awarded investment platform and currently administers over $20 billion on behalf of 300,000 investors.

Lifewealth has developed an Equity Management Service which advises you on stock selection, records your transactions and reports your portfolio of directly held equities.

The benefits of this service allow you to enjoy your investment without stress and without taking up your time.

Legislation changes from time to time, particularly in areas of superannuation and retirement. Through the ongoing professional development of our team, and supported by Asgard Technical Support we have the best technical expertise available.

You will also need to consider your personal risk insurance and your estate planning. Lifewealth, with the assistance of our strategic partners will be able to support you in these requirements.