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
July 11, 2019

Lifewealth In London

July 11, 2019 in Business Advice, Economic Update, Financial Planning

Prune, adapt and budget: Managing the rising cost of living

If you’re organised with your finances, the high cost of living doesn’t have to mean diminished savings. The increasing cost of goods and services –…
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July 10, 2019 in Lifewealth Staff

Alyssa Hatzi – Client Services Officer

This month we are profiling Alyssa Hatzi who has been with Lifewealth since February 2016, or close enough to four years as Alyssa likes to…
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July 3, 2019 in Business Advice, Economic Update, Financial Planning

Five Financial Moves To Make In Your 40s

In your 40s? Here’s what you need to consider to financially get ahead. Being in your 40s often involves balancing many responsibilities that it becomes…
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June 6, 2019 in Economic Update, Financial Planning

The changing Australian advice industry

2018 and 2019 have seen significant shifts in the landscape of financial advice in Australia. The major banks are either in the process of exiting…
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