Working Together

What we Do Best
Your Financial Solution
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“Growth is never by mere chance; it is the result of forces working together.” –  James Cash Penney

PROBLEMS WE SOLVE FOR OUR CLIENTS

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DON’T KNOW WHERE YOU ARE HEADED

We help you outline your true goals

WHERE, WHEN AND HOW TO INVEST YOUR MONEY

We simplify the jargon and help you make the best choice

INDEPENDENT THIRD PARTY

With only two people to make a decision sometimes you come to a deadlock, we provide a third opinion to assist you in making the decision

CASHFLOW ISSUES

Ensuring you have money both for the necessities of life, but also the good things in life both now and into the future
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BURIED IN PAPERWORK

We simplify your financial house

DEBT ISSUES

We make sense of both good and bad debt

INABILITY TO TAKE ACTION

Human nature is to put off doing things even when we know they are important – Wealth 4 life holds our clients accountable and pushes them to achieve everything you want in life

LOSS OF INCOME DUE TO ACCIDENT OR SICKNESS

Helping you with a backup plan in case things go wrong

 What to Expect

When you first come to see us, we work with you to find out what your true goals are. We find that many people either don’t have specific goals set for themselves or the goals they have set are quite vague in nature. For example, you may come to us with the wish to retire at age 65 with $1 million dollars in investments. My question to you is, ok so at 65 we have $1 million then what? Money is merely a means to an end. We need to know what the end actually is. Using the example above; what is it that you really want to do at 65? The reason we need to know this is because, depending on what it is you actually want to do, the $1 million may be too much money or it may not be enough.
We work with you to set clear goals for the short and long term. We then cost your goals out and work out how much money you will actually need. At this point, we look at your current financial situation and then work out the different options that you can choose to achieve your goals and then in conjunction with you, help determine which of these options to undertake. With this approach, you have ownership of the process. At Wealth 4 Life we are in this for the long haul, we don’t set you up and then leave you on your own, we are there for you year in, year out, so that we can maximise the probability of you achieving your goals.
Want to find out if we can help you, without committing to a long meeting, then click below!
Book your free 15 minute discovery call here

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).

Debt Consolidation/Reduction Strategies

Provide advice on debt repayment strategies and can refer you to an accredited lending specialist for assistance with your lending needs.

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. We understand that protecting yourself, your family and what you have worked so hard for is of the utmost importance. This is why we invest the time and effort to ensure that your financial position is protected from unforeseen accidents or illness.

Get In Touch

58-62 Water St South

TOOWOOMBA, QLD 4350

tel: 07-4630-9863

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Disclaimer

Information provided on this website is general in nature and does not constitute financial advice. Wealth 4 Life Australia Pty Ltd will endeavour to update the website as needed. However, information can change without notice and Wealth 4 Life Australia Pty Ltd does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.Wealth 4 Life Australia Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Wealth 4 Life Australia Pty Ltd and its employees do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.

Disclaimer

Information provided on this website is general in nature and does not constitute financial advice. Wealth 4 Life Australia Pty Ltd will endeavour to update the website as needed. However, information can change without notice and Wealth 4 Life Australia Pty Ltd does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs.Wealth 4 Life Australia Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Wealth 4 Life Australia Pty Ltd and its employees do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.

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