Lifelong Wealth

Business Details

Your Trusted Partner for Financial Planning Solutions

At Lifelong Wealth, we pride ourselves on delivering tailored financial strategies that empower clients to achieve their long-term goals. With a team of Certified Financial Planners (CFP) and industry-recognised professionals, we combine decades of collective experience with a client-centric approach to address the unique needs of individuals at every life stage. Our commitment to excellence was acknowledged in 2020 and 2021 with prestigious awards from RI Advice, reflecting our dedication to high-quality service and innovative financial solutions. We specialise in superannuation, retirement planning, wealth protection, and estate planning, ensuring our clients receive holistic advice that aligns with their personal and financial aspirations. Our teams expertise extends to supporting Defence Force members and veterans, offering specialised guidance on military superannuation and transition to civilian life.

By prioritising transparency, ethical practices, and ongoing education, we build lasting relationships grounded in trust and mutual respect. Our clients consistently commend our ability to simplify complex financial concepts, provide actionable insights, and deliver outcomes that enhance their financial security. Located in Bald Hills, Queensland, we serve clients across Brisbane, Brisbane North, and regional areas, combining local knowledge with national standards of excellence. Whether you are planning for retirement, managing debt, or securing your familys future, Lifelong Wealth is committed to helping you navigate your financial journey with confidence and clarity.

Services

Superannuation Wealth Protection Retirement Planning Debt Management Estate Planning

Highlights and features

Award-winning service recognised by RI Advice
Team of Certified Financial Planners (CFP) with 46+ years combined experience
Client referrals highlight trust and satisfaction
Holistic advice addressing lifestyle and financial goals
Specialised support for Defence Force members and veterans

Associations and certifications

RI Advice Group
Certified Financial Planner (CFP)

What people say

Trusted Advisor Excellent service Knowledgeable team Peace of mind Tailored solutions

Website

Update Listing

Services

Superannuation

Superannuation services focus on building tax-effective retirement savings through strategic contributions, investment options, and insurance within super funds. We help clients consolidate accounts, review concessional and non-concessional contributions, and explore self-managed super fund (SMSF) suitability. Our advice ensures clients maximise their superannuation benefits while aligning with their risk profile and long-term financial goals.

Wealth Protection

Wealth protection services provide financial security through life insurance, total and permanent disability (TPD) cover, trauma cover, and income protection. We tailor policies to safeguard clients against unforeseen events, ensuring their families and assets are protected. Our team simplifies the insurance process, helping clients select appropriate coverage and navigate claims to maintain financial stability during critical times.

Retirement Planning

Retirement planning services involve creating personalised strategies to achieve desired lifestyles post-retirement. We assess clients' current financial status, project future needs, and develop actionable plans to bridge gaps. This includes superannuation optimisation, pension eligibility reviews, and tax-efficient withdrawal strategies, ensuring clients retire with confidence and financial independence.

Debt Management

Debt management services help clients distinguish between 'good' and 'bad' debt, offering strategies to reduce liabilities while leveraging tax-deductible investments. We develop cashflow plans to prioritise debt repayment, improve creditworthiness, and build long-term wealth. Our advice empowers clients to regain control of their finances and achieve sustainable economic growth.

Estate Planning

Estate planning services ensure clients' assets are distributed according to their wishes while minimising tax implications. We assist with wills, enduring power of attorney, guardianship nominations, and family trust structures. Our holistic approach protects clients' legacies, secures beneficiaries' futures, and provides peace of mind through comprehensive legal and financial frameworks.

People

Stuart Bates

Senior Financial Planner

Certified Financial Planner with 18 years of experience, Stuart specialises in holistic financial advice, focusing on retirement planning and superannuation. He holds a CFP certification and prioritises client relationships through open communication.

Kent Thomas

Senior Financial Planner

Partner at Lifelong Wealth with 27 years in finance, Kent combines a Bachelor of Business and CPA qualifications to deliver strategic wealth management solutions. He excels in retirement planning and client-focused financial strategies.

Jared Nicholas

Financial Planner

Former Defence Force member, Jared specialises in military superannuation and transition planning for veterans. He holds a Bachelors degree in Financial Planning and provides tailored advice to support ex-service personnel.

Questions

What should I look for in a good financial planner?

Ensure they hold a Certified Financial Planner (CFP) qualification and have experience in your specific financial area, such as retirement planning or superannuation.

Will I have enough money to retire?

This depends on your current savings, desired retirement lifestyle, and income needs. We create custom projections to assess your readiness and adjust strategies accordingly.

How can I manage the cost of insurance?

Review your coverage to avoid over-insurance, consider holding policies within superannuation, and consult our team to tailor affordable, effective solutions.

Why should I have a Financial Plan?

A financial plan acts as a GPS for your money, helping you navigate market changes, achieve goals smoothly, and make informed decisions aligned with your priorities.

How much experience do your advisers have?

Our team has over 46 years of combined experience, with specialists in superannuation, retirement planning, and Defence Force financial transitions.

Reviews (4)

Write a Review

Nathan Craig

Jan 03, 2022 Report

Positive:Professionalism,Quality,Responsiveness,Value
Stuart has been managing my super since 2008. Under his expert guidance, I will be able to retire comfortably at the time I originally planned.

Ray Bland

Nov 28, 2021 Report

I first met Kent about 10 years ago when he worked for ANZ. He took my old portfolio of mis matched accounts and developed a full retirement package for my Wife and I. Since leaving ANZ he and his team have continued to manage our finances to an exemplary standard and taken the headache out of me trying to deal with government bureaucratic departments.

Dennis Evanss

Nov 23, 2021 Report

Positive:Professionalism,Quality,Responsiveness
Stuart and the team have been great to deal with and have always provided sound advice, we would not hesitate in recommending Lifelong Wealth.

Robyn Menerey

Dec 18, 2020 Report

Positive:Professionalism,Quality,Responsiveness,Value
Would definitely recommend Lifelong Wealth
Love the people always friendly, helpful and pleasant to deal with, nothing is too much trouble.