Your Wealth Report
02 9554 3566
info@wealthandlifestyle.com.au
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Wealth and Lifestyle is here to help you achieve financial freedom

Is your finanical health the best it can be?

Wealth and Lifestyle is here to help you achieve financial freedom

Is your finanical health the best it can be?
Book a Call

We are here to help you

Stress Less. Take Control. Plan Ahead.

Wealth & Lifestyle Financial is dedicated to helping individuals, businesses and families all over Australia to achieve financial freedom and live the lifestyle of their dreams.

Our qualified team of financial advisors work closely with you to identify your goals, answer any questions,and establish a unique plan for your individual financial requirements.

How can we help?

At Wealth & Lifestyle we love what we do and provide personalised service to assess the needs of each individual client.

  • Get started and set your family up for success
  • Build wealth and pursue your goals
  • Prepare for retirement and beyond
  • Make the most of retirement

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Prepare for tomorrow, make the most of today.

Insights

Caring for older Australians

Caring for older Australians

Information and resources to help you care for an older Australian. Caring for the elderly or aged means caring for…
Australia’s economy shows best result in two years as consumer spending picks up

Australia’s economy shows best result in two years as consumer spending picks up

The Australian economy picked up strength in the June quarter as consumers opened their wallets, boosted by interest rate cuts…
Know your new limits under the age pension tests

Know your new limits under the age pension tests

Understand the latest indexed changes to the pension income and assets tests Receiving the full government Age Pension, or even…
What are the SMSF investment restrictions?

What are the SMSF investment restrictions?

About SMSF investment restrictions SMSFs are complex, here we have outlined some of the restrictions to help you before you…
Why rebalance a multi-asset portfolio?

Why rebalance a multi-asset portfolio?

Maintaining diversification, managing risk, and enhancing long-term returns Multi-asset portfolios are designed to provide diversification by spreading investments across various…
Trusts are back in the ATO spotlight

Trusts are back in the ATO spotlight

With more than 947,000 trusts operating across Australia, it’s no surprise the ATO continues to keep a close eye on…
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What our clients say about us

"My financial plan … has given me peace of mind, my finances are organized and I feel that Naj looks after my best interests. Overall, I have found the team at Wealth & Lifestyle to be friendly and knowledgeable and provide me with great service.“
- George (Greysteynes)
“Naj was so helpful … and always showed himself to be transparent, helpful and delivers on his word.“
- Reda (Green Valley)
“When I first saw Michael it was for pre-retirement planning. After my initial appointment with Wealth & Lifestyle, Michael put a plan in place … I have a lifetime pension and more than enough funds to meet my living and financial needs. This plan has helped me achieve my goals …. I couldn’t be more happy with my position now!“
- David (Bardwell Valley)
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Call 02 9554 3566

Kingsgrove Office

Suite 1A, Level 1,
322 Kingsgrove Road,
Kingsgrove NSW 2208

Concord Office

Suite 28, Level 2,
103 Majors Bay Road
CONCORD NSW 2137

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Jane Brown

Head Accountant

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