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
Who has access to my bank details? What protections are in place to prevent misuse?
Two brothers – Paul Issa and Phillip Issa – fronted court in Sydney recently, both facing criminal charges after allegedly…
How SMSFs are taxed
How self-managed super funds (SMSFs) are taxed, what is assessable income, and what are allowable deductions. Tax on income Self-managed…
Dividend versus growth investing – which option suits you?
Picking an investment strategy depends on your life stage, income needs and tax factors When considering a strategy for investing…
Downsizing your home
Downsizing at a glance Downsizing your home can reduce the size of your mortgage and ongoing running costs in some…
Grifting, not gifting! Avoid dodgy donations
Spot the warning signs of barter credit tax schemes before they cost you. This tax time, it’s important to steer…
Australian scam victims could get rapid $3,000 refunds.
Australians scammed out of A$3,000 or less could be able to claim automatic reimbursement from banks, phone companies or tech…