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

Lodging your SMSF return on time is more important than ever

Lodging your SMSF return on time is more important than ever

Running your own self-managed super fund (SMSF) comes with many responsibilities and lodging an annual return is one of the…
ASIC warns investors on pump and dump scammers

ASIC warns investors on pump and dump scammers

How investors are being duped by unscrupulous operators In late December the Australian Securities & Investments Commission issued a warning…
Managing unexpected retirement

Managing unexpected retirement

Stopping work is a big shift – especially when you haven’t planned for it. Why you might face a sudden…
Strategies for an unexpected retirement

Strategies for an unexpected retirement

The best time to start planning for retirement is yesterday. But the second-best time? Today. About two-thirds of Australians retire…
How cutting the capital gains tax discount could help rebalance the housing market

How cutting the capital gains tax discount could help rebalance the housing market

Capital gains tax is once again the subject of parliamentary debate, with Treasurer Jim Chalmers declining to rule out options…
What the RBA wants Australians to do next to fight inflation – or risk more rate hikes

What the RBA wants Australians to do next to fight inflation – or risk more rate hikes

When the Reserve Bank of Australia (RBA) board voted unanimously to lift the cash rate to 3.85% in February, the…
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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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