Welcome To

Lifewealth Group

Lifewealth exists to achieve peace of mind and happiness for our Clients, People and Communities by understanding what matters most to them.

Since 1997, we have placed our clients at the centre of all we do.

Understanding what matters to you most is our reason for coming to work and establishing solutions for your personal, business or family situation is how we define success.


Our financial adviser team have, on average, 25 years of financial services experience each and have worked with clients during both positive and challenging market conditions

Privately Owned

Whilst continuing to grow, we remain free of ownership or control by the large banks and insurance companies that have traditionally dominated Australian wealth management.

People Focused

At Lifewealth, we ensure that our team is happy and energised and understand that individual professional development is key to ensuring an outstanding experience for our clients


With clients in all states of Australia and two offices in Victoria, we continue to grow and identify opportunities to expand our presence and client offering.

The Lifewealth Team delivers a comprehensive range of services and their business is strongly personal relationship based.

Charles GrissFormer CFO ANZ Banking Corporation

Accounting Division

Advice & Tax

Advice Division

Financial Planning

Advisory Division

Business Consultation

Digital Division

Development & Strategy
September 22, 2021

Lifewealth Economic update September 2021

May 17, 2021 in Economic Update, Financial Planning, Podcast

Lifewealth Economic update May 2021 – Budget edition

James and Jason discuss some of the measures contained in the federal budget and the implications on investment portfolios. Photo by Mark König on Unsplash
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March 9, 2021 in Economic Update, Financial Planning, Podcast

Lifewealth Economic update – March 2021

James and Jason discuss the emerging themes from the first portfolio construction conference of 2021
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November 10, 2020 in Economic Update, Financial Planning, Podcast

Lifewealth Economic update – November 2020

James and Jason discuss the ongoing impact of COVID-19 and the US election cycle on portfolios and client objectives.
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October 26, 2020 in Economic Update

Webinar Wrap-up | E&M update: Winds of Change

On Thursday 15 October we held our first ever Economic and Market update online via a webinar. While the Coronavirus pandemic stopped us from hosting…
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