Lifewealth Group is a privately owned Australian Financial Advisory Firm providing comprehensive and objective advice, Wealth Management and Accounting & Taxation Solutions for private clients and small and medium enterprises.

Latest News and Information

Economic Update
October 2, 2018

Economic and Market Update – October 2018

Executive Summary   The US economy continues to remain healthy and this should continue for the next 6-12 months. Economists are ratcheting up their forecasts of US GDP Growth and…

Financial Planning
July 9, 2018

In Home Care: A guide to receiving a home care package

If you or a loved one has decided that you need some long-term assistance to remain living at home while enjoying the lifestyle that you are accustomed to, you may…

AccountingFinanceFinancial Planning
June 1, 2018

Key opportunities and planning for EOFY 2017|18

With 30 June fast approaching this is a reminder of the superannuation and tax planning strategies that you may wish to consider and implement before 30 June. Government Co-Contributions Eligible…

"The Lifewealth Team delivers a comprehensive range of services and their business is strongly personal relationship based. We have been with Lifewealth since 2000. A key benefit for us has been the convenience and security of being able to access both tax and financial planning services under the one roof with a trusted team. In addition they are also sufficiently aware of Estate Planning to be able to advise in this area. The relationship is proactive, our advisor is readily available and generous with his time. We receive regular reports on our portfolio and the firm continues to add to its service offering. Whilst specific investment recommendations are made from time to time and there is adequate opportunity to discuss them, the final decisions are always left to the investor.”

Charles Grissformer Chief Financial Officer and senior executive of ANZ Banking Group and former Managing Director of Esanda Finance Corporation Limited.

This is indeed a red letter day for me. I wish to sincerely commend Bianca Dowdell because without her tenacity, professionalism, integrity and pure humanity I would not be at the point I am.

Briefly, Bianca and I, some 19 months ago started the journey of getting an Income Protection claim paid after I feel ill in 2009. What should have taken only 3-4 weeks took a lot longer due to the poor claims management by the insurer. I would have given up long ago without Bianca continuing to encourage and support me, as well as deal with the unbelievable way in which the insurer conducted the claims process. Bianca has been absolutely splendid. She is truly an exceptional person.
I cannot begin to express what this feels like, other than to say that I have been given my life back, and I feel now as though I will have a future, and will again contribute to society in a meaningful way.

I would hate to add up all the time Bianca has spent fighting on my behalf, as it would be a significant amount. I will always be grateful to her for what she has done for me.”

A StanleyA.L.S Directions Pty Ltd