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
November 1, 2017

Economic and Market Outlook, November 2017

Executive Summary We held our quarterly Asset Allocation Investment committee in October. As part of the committee process we assess the macro economic environment, the strength of the business cycle,…

Economic Update
May 12, 2017

Economic and Market Outlook, March 2017

Executive Summary   The biggest event for global financial markets in 2017 is likely to have already taken place on 20 January – when Donald Trump was sworn in as…

March 16, 2017

Aged Care – What you need to know

The possibility of moving into an aged care facility can be a complicated and emotional process. With the spiralling costs of aged care today and the emotional burden that this…

"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