Investments

Investing in financial markets is another great way to build your wealth and achieve both short and long term goals. There can be a lot to consider, but by getting advice from Wealth & Lifestyle Financial Planning, it doesn’t have to be as complicated as you think. We’ll help you:

Work out your financial and lifestyle goals – both short and long-term, and set some realistic timeframes around achieving them.
Determine how much you can afford to invest – by helping you work out your investment budget.
Understand the amount of risk involved – by determining your risk profile, explaining the different types of investment risk and the ways to minimise your risk exposure.

Get in Touch

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

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.

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