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

How to financially ease into retirement

How to financially ease into retirement

Deciding when to retire is a big decision and even more difficult if you are concerned about your retirement income.…
Why it’s important to stay the course during market volatility – in three charts

Why it’s important to stay the course during market volatility – in three charts

Staying the course is sage advice for long-term investors anxious about market volatility — and for good reason By looking…
Planning for retirement? Start with these 5 steps

Planning for retirement? Start with these 5 steps

#1: Set clear retirement goals The very first step in retirement planning is to define what you want your retirement…
Why it’s never too early to start teaching your children about money

Why it’s never too early to start teaching your children about money

Here’s how you can help your children build financial literacy Australia is one of the wealthiest countries in the world,…
Thinking about an SMSF? Here’s what you need to know

Thinking about an SMSF? Here’s what you need to know

Some investors find it satisfying to take a do-it-yourself approach to retirement savings – taking on the responsibility for the…
Your 30 June superannuation checklist

Your 30 June superannuation checklist

With the end of the current financial year fast approaching, time is running out if you’re planning to boost your…
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)
Get in Touch
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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 Suite 3, Level 8, 309 Kent St Sydney NSW 2000.

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

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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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