At Lifelong Wealth we help you make the most of your finances no matter what stage of life you are in. We do this by listening to you, understanding you and considering your circumstances. We then help you to establish goals, understand your financial planning options, implement a strategy, and enjoy your life.
We know financial advice is as much about lifestyle and relationships as it is about money - that's why we pride ourselves on providing long-term, holistic advice. Our clients are so happy with our service, they refer their friends and family to us. Our Advisers provide financial advise to customers in Brisbane, Brisbane North, Strathpine or anywhere in QLD.
We know financial advice is as much about lifestyle and relationships as it is about money - that's why we pride ourselves on providing long-term, holistic advice. Our clients are so happy with our service, they refer their friends and family to us. Our Advisers provide financial advise to customers in Brisbane, Brisbane North, Strathpine or anywhere in QLD.
Services
Our team
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I have been helping clients with their financial planning needs for 18 years and am continually expanding my valuable financial advice through academic studies and experience on the job across all aspects of Financial Planning. I feel empowered that my clients allow me to understand their needs, goals and objectives.
All Services
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Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement. Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Our clients
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Everyone has different reasons for seeking financial advice, but some of the most common reasons our clients have sought us out centres around major life events. We love hearing their stories and we share their hopes and dreams. Many of our clients want to send their children to private schools and save for possible tertiary education.
Starting Out
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Retirement may seem a long way off but the earlier you start to take control of your superannuation the more you can take advantage of the tax effective benefits of super. Getting your super sorted out as early as possible also means you can benefit from the effects of compounding returns. Make recommendations about your super arrangements including personal contributions, salary sacrifice, co-contributions and spouse contributions.
Building Foundations
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Life's really busy now and although retirement is still quite a way off, you want to know that your financial future is secure. You might be considering starting your own business, looking at buying an investment property and/or shares or you just want to be sure that will have enough to pay for your children's education.
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