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?



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


Financial Advice

A financial plan tailored to your needs including retirement planning.


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


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


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. 


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.


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


tel: 07-4630-9863

The advice provided on this website is General Advice Only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on this advice you should contact an AVALONfs Financial Adviser who will ascertain the products appropriateness having regard to your own objectives, financial situation and needs. If any products are detailed on this website, you should obtain a Product Disclosure Statement relating to the products and consider its contents before making any decisions. Wealth 4 Life Australia and AVALONfs Pty Ltd Avalon disclaim all and any guarantees, undertakings and warranties, expressed or implied, and shall not be liable for any loss or damage whatsoever (including human or computer error, negligent or otherwise, or incidental or consequential loss or damage) arising out of or in connection with any use or reliance on the information or advice on this site.

The user must accept sole responsibility associated with the use of the material on this site, irrespective of the purpose for which such use or results are applied. The information on this website is no substitute for financial advice.

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Authorised Representative of
AVALONfs Pty Ltd
AFSL: 437518
ABN: 43 162 297 298
Phone: 1800 681 438