Wealth management means different things to different people, at Lifewealth we are specialists in developing wealth strategies and services for all ages from young achievers through to retirees.
We cater for those wanting to create a strategy from the outset or those who have more complex needs around investment portfolios, self managed super funds, tax effective trusts and estates and participation in employee share schemes.
Typically we provide advice to people who are looking for sophisticated and personal professional advice with the intention of forming a long-term working relationship.
Our clients include corporate executives, professional athletes, business owners, families, individuals and corporations.
We will work with you to ensure you understand:
- Where you are now
- Where you want to be at a given time, and
- What we both need to do to get you there.
The result of our work is objective, customised advice – because everything we do for you is driven by your individual financial goals and objectives.