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?
Book a Call

Wealth and Lifestyle is here to help you achieve financial freedom

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

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

Tips to help you reach your saving goals

Tips to help you reach your saving goals

Have a savings goal and budget It’s much easier to be a good saver if you have a goal in…
Getting your super

Getting your super

You can get your super when you retire and reach your ‘preservation age’. This is between 55 and 60, depending…
6 things to consider before investing

6 things to consider before investing

Key takeaways One of the main things to consider before investing is to have a plan – consider your investment…
Keeping track of your shares

Keeping track of your shares

Monitor how your shares are performing compared to similar companies or the market overall. Stay up-to-date with company, economic and…
Reverse mortgage and home equity release

Reverse mortgage and home equity release

If you’re age 60 or over, own your home and need to access money, releasing equity from your home may…
How much can you borrow for a mortgage (and how much should you borrow)?

How much can you borrow for a mortgage (and how much should you borrow)?

Key takeaways An understanding of the factors that influence the amount you can borrow for a mortgage, such as income…
Read more

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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Michael Konstas, Naj Farfoud and Dino Cataldo, Wealth & Lifestyle Pty Ltd ATF Wealth & Lifestyle Trust are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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Get in Touch
Call 02 9554 3566
Our Location

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

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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Michael Konstas, Naj Farfoud and Dino Cataldo, Wealth & Lifestyle Pty Ltd ATF Wealth & Lifestyle Trust are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd
ABN 65 006 373 995, AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Wordpress website by Advant

Book a Call
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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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