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

Financial Division

Accounting & Tax

Investment Division

Financial Planning

Advisory Division

Business Consultation

Digital Division

Development & Strategy
March 4, 2019

Teaming Up For Success

March 4, 2019 in Accounting

4 Tips For Business Success

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March 4, 2019 in Accounting

Looking To Raise Capital

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February 16, 2019 in Economic Update

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…
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October 16, 2018 in Economic Update

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…
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