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
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.
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