Lifewealth Principal Owners
I love nothing more than helping clients create financial freedom and independence through education, inspiration and empowerment.
I enjoy simplifying complex financial problems and helping clients make better decisions, discover what's important to them and then make it happen!
Improving our business toward a stronger future with better service for our clients and environment for our people, is the most enjoyable work of my career.
I enjoy working closely with clients as their trusted advisor, demystifying the numbers and understanding options for good decisions.
I am passionate about helping clients achieve their vision of financial freedom. It is extremely rewarding to assist them along their journey and throughout their important life events.
I'm very proud how Lifewealth and its culture has evolved over 22 years….wonderful clients looked after by a team of dedicated, hard working young people.
My passion is guiding our clients through the digital journey, by creating strategy and implementing ideas to enhance the initial concept into a viable & sustainable venture.
I enjoy helping people have peace of mind that they do not need to worry about their financial position and are able to sleep at night not worrying about money.
I love supporting my colleagues and friends to allow them to do what they do best – provide peace of mind to our clients at every opportunity!
It is my passion to educate my clients to let them feel confident and know that they are on top of everything with no fear of the unknown.
I love to help people identify and achieve what is important to them by optimising their position so they feel secure and confident about their financial future.
I love getting to go on the journey with our clients and having the opportunity to support them through each stage of their life.
With such a fantastic work environment, we can put our clients' needs first and help create peace of mind which makes coming to work every day effortless.
I love welcoming and talking to our clients; making them feel as special as they are is very rewarding as is supporting my amazing colleagues!!
Supporting the team to deliver highly comprehensive services aligned with the business mission of client peace of mind and their happiness.
As QA Officer, I enjoy working with my teammates and utilising our technology to bring peace of mind to all our clients; I also love the office banter.
Lifewealth provides a good work-life balance and I love when we achieve something big together as a team as we strive for the best for our clients.
I love providing exceptional service and building meaningful relationships with our clients. Showing them how much we care is my top priority and brings me great joy.
I come to work because I like what I do, I get to help people achieve their goals and I'm surrounded by a team committed to the same outcomes.
I value creating professional relationships built on trust, respect and understanding. Knowing clients can rely on us in both good and hard times is important to me.
I love educating our clients on the finance hacks which help them achieve financial independence and get their finances absolutely rocking!
I enjoy working with clients and am a stickler for perfection. Getting the job done to the highest standards with the ability to prioritize to strict deadlines.
I’m passionate about helping our clients protect their wealth and most importantly supporting and being there for them in times of need.
Our client experience is always at the heart of what we do. I am dedicated every day to ensuring our clients are always looked after.