Lifelong Wealth-Financial Planning & Advisory

Here at Lifelong Wealth, we are thrilled to have been recognised as a Platinum Award Winner for 2020 and Practice of the Year for 2021 by RI Advice. These accolades are a testament to the exceptional work of our team and the high-quality service we provide to each and every one of our clients. We'd like to extend our gratitude to our clients who have entrusted us with their financial wellbeing, allowing us to help them make better financial decisions and achieve their goals.

At Lifelong Wealth, we believe that financial advice is not just about numbers and investments, but also about relationships and lifestyle. We take the time to listen, understand, and consider your unique circumstances before providing tailored, long-term advice that will help you make the most of your finances. We pride ourselves on offering holistic advice that considers every aspect of your life, and our clients' satisfaction speaks for itself - they're happy to refer their friends and family to us.

Our experienced Advisers provide financial advice to clients across Brisbane, Brisbane North, Bald Hills, and throughout QLD. Whether you're looking to build wealth, prepare for retirement, or get started on your financial journey, our team is here to help.

Our Services

Superannuation

Superannuation is a crucial part of your financial plan, as it allows you to save for your retirement and make the most of tax-effective investment opportunities. Our team will help you understand super and assist you in building a robust superannuation strategy.

Wealth Protection

At Lifelong Wealth, we understand that protecting your wealth is just as important as building it. That's why we offer tailored insurance solutions to help you evaluate risks and safeguard your assets, providing you with peace of mind.

Retirement Planning

Retirement might seem far off, but it's never too early to start planning. Our Advisers will help you understand your options, make informed decisions, and implement a strategy that ensures you have a comfortable and secure retirement.

Debt Management

Effective debt management can make a significant difference in your financial journey. Our experts will help you prioritise your debts, choose the right type of assets, and find the most tax-effective solutions for your unique situation.

Estate Planning

Planning for the future is important, and ensuring your assets are distributed according to your wishes is a crucial part of that process. Our team will help you set up a comprehensive estate plan that takes care of your loved ones and minimises tax implications.

Aged Care

Making the decision to place a loved one into care can be challenging. Our experienced Advisers will help you navigate the complexities of the aged care system, providing guidance and support every step of the way.

Self-Managed Super Funds (SMSF)

SMSFs offer full control over your super fund, along with the associated legal and tax responsibilities. Our experts will help you understand the ins and outs of SMSFs, ensuring you make informed decisions about your financial future.

At Lifelong Wealth, our mission is to help you make the most of your finances, regardless of your stage of life. By understanding your goals, preferences, and circumstances, we will guide you through the decision-making process and help you enjoy the journey.