Wealth and Lifestyle is here to help you achieve financial freedom
Is your finanical health the best it can be?
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
ASX zombies make a strong case for investment diversification
Here’s what a zombie company is and why they can be a detractor to your returns Australian Securities Exchange (ASX)…
Markets are choppy. What should you do with your super if you are near retirement?
For Australians approaching retirement, recent market volatility may feel like more than just a bump in the road. Unlike younger…
Protecting your superannuation after death
You work hard to build your superannuation. It’s an income source in retirement, there to help fund the life you…
3.5 million Australians experienced fraud last year. This could be avoided through 6 simple steps
About 14% of Australians experienced personal fraud last year. Of these, 2.1 million experienced credit card fraud, 675,300 were caught…
Big changes ahead for Aged Care
The number of Australians aged over 65 is expected to more than double in the next 40 years while the…
Super and planning for retirement
Check your super When you start to plan for retirement, you’ll need to check your super: where it is how…
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)