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
March 28, 2020

Weekend Edition – Economic Update podcast

March 25, 2020 in Economic Update, Financial Planning

Economic Update 24th March – COVID-19

James Vandeloo, Head of the Lifewealth Investment Committee, provides another update on global markets and the outlook for investment portfolios in this COVID-19 period and…
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March 24, 2020 in Accounting, Business Advice, Economic Update

Coronavirus Relief Packages

Over the weekend the Federal and State Governments both announced additional relief packages and other measures that will be of benefit to our small business…
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March 20, 2020 in Economic Update, Financial Planning, Podcast

Economic Update Podcast 20th March – COVID19 | Coronavirus

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March 16, 2020 in Accounting, Business Advice

Tax Update on Business Incentives – March 2020

Government Incentives Depreciation – Immediate Deductions The government have increased the instant asset write off threshold from $30,000 to $150,000 and expanded the programme access…
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