We support your financial journey so you can live out your lifelong dreams.
How we can help.
Our team help by building a connection so they can understand what matters to you most.
It’s how we have helped for more than 20 years.
Every clients circumstances are unique, as are their goals and aspirations.
From mums and dads through to their adult children, professional athletes to founders of businesses, high net worth entrepreneurs to business professionals. Our first step remains the same - getting to know you.
A wealth of knowledge to benefit you.
We strive to grow both professionally and personally, and are inspired to support you, in pursuit of your own dreams.
Our strategy starts with you.
We know life can change quickly and so can your priorities. We listen to you so we can build flexible strategies to balance your short term needs and aspirational goals.
Servicing clients Australia-wide.
With clients across Australia and two offices in Victoria, we are continuing to grow and identify opportunities to expand our presence and client offering.
Finances can be daunting, but meeting with an adviser shouldn’t be.
We understand that nervous feeling, we are people too. We’re committed to meet with you, have a chat, and see what happens from there - nothing more to it.
Say hello, in-person or virtually.
Since the beginning of 2020, we have been working hard to create an engaging experience for our clients whether it be in-person, a video or phone call.
“The Lifewealth team delivers a comprehensive range of services and their business is strongly personable and relationship based.”
— Charles Griss, Former CFO at ANZ Banking Corporation
Stay in the know with our podcast.
The world is complex, it’s constantly evolving and adapting.
Our podcast aims to keep Lifewealth clients informed of not only what changes are happening, but how we’re reacting to those changes for you.
“I always feel confident that my queries will be dealt with efficiently and honestly, and for someone like myself who knows very little about the world of finance this is such a comfort.”
— Jennifer O’Dea, Lifewealth client
At Lifewealth, we exist to achieve peace of mind and happiness for our clients, people and communities by understanding what matters to them most.