Financial Advisor Toowoomba

“The goal of any good financial plan is to achieve the lifestyle you desire.”  –  Kim Klein

Achieve Your Best Life!

Helping Busy Couples/Small Business Owners, in their 40’s, 50’s and 60’s make the most of their finances

and live their Best Life now and in Retirement!

Want to ensure you are employing the best strategies to achieve all your goals? 

Not just paying bills but; holidays, new cars and don’t forget retirement.

Do you want to live your Best Life?

 

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It is estimated you need to spend 100 to 200 hours every year to keep your house in proper financial order.

Including; changes to legislation, investments, wealth protection, researching which financial strategies will work for you …

Let us do the heavy lifting for you 

Wealth 4 Life’s mission is to help you achieve your best life!

Don’t put it in the too hard, not enough time, will wait till we have more money basket? 

Take action today!

“The goal of any good financial plan is to achieve the lifestyle you desire.”  –  Kim Klein

Create a plan to achieve the lifestyle you desire!

 

Our Services

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Financial Advice

A financial plan tailored to your needs including retirement planning.

Investment

Portfolio management, Investment Bonds, Australian Direct Shares, Exchange Traded Funds (ETF’s) and Managed Funds.

Superannuation

Retail and Self Managed Superannuation Funds (SMSF’s).

RETIREMENT PLANNING

Including; how long your funds will last with and without centrelink, tax planning, debt repayment strategies and what if scenarios showing how you can achieve your goals. 

Gearing

Borrowing to invest.

Estate Planning

For Wills, Enduring Power of Attorneys and Testamentary Trusts, we refer clients to a lawyer to prepare the document and can assist with the distribution strategies.

Structures

Family Trust, Company, Unit Trust, Self Managed Superannuation Funds.

Salary Packaging

Superannuation options, QLD Government packaging.

Personal Insurance

Wealth Protection including Life, Total and Permanent Disablement, Critical Illness and Income Protection. 

Get In Touch

Want to find out if we can help you, without committing to a long meeting, then click below!

58-62 Water St South

TOOWOOMBA, QLD 4350

tel: 07-4630-9863

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