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

Our Services

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Financial Advice

We work with you to produce your very own “Am I on Track” charts and a financial plan  detailing the strategies you can use to achieve your best life, including retirement!

Superannuation

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

Investment

Helping you choose the right investment to achieve your best life including; Property, Investment Bonds, Exchange Traded Funds (ETF’s) and Managed Funds.

Debt MAnAgEment/Borrowing

Help you work out what is the right amount of debt for you to achieve your best life? Not all debt is bad, and we work with you to get your debt working for you.

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.

OTHER

What is the best structure for your financial situation?  What happens when you die will the right assets go to the right people? What are your Salary Packaging Options?

 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.

PROBLEMS WE SOLVE FOR OUR CLIENTS

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DON’T KNOW WHERE YOU ARE HEADED

We help you outline your true goals

AGED CARE

Helping our clients with their parents Aged Care Needs

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

Get In Touch

58-62 Water St South

TOOWOOMBA, QLD 4350

tel: 07-4630-9863

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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.

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
Email: admin@avalonfs.com.au