Lifelong Wealth

We are very honoured to have been announced as a Platinum Award Winner for 2020 by RI Advice.

Peter Ornsby, CEO of RI Advice virtually presented us with the award “as an acknowledgement of your outstanding achievement and our appreciation of all the Lifelong Wealth team do to promote the value of advice and provide high quality service to each and every one of your clients”.

He goes on to say that “This has been particularly challenging over the period of time that this award reflects, given that there have been lockdowns, virus outbreaks, new ways of working to adjust to, caring for any elderly or vulnerable family members, home schooling – it has all been a lot to take on as well as continuing to be at our best at work”.

This year has definitely been more difficult, but due to the hard work of everyone, the strong team we are grateful to have, and the loyal clients we are honoured to serve, Lifelong Wealth has come out on top, and we are very humbled to be a recipient of this award. A big thanks to our clients who have allowed us to help them make better financial decisions, no matter what stage of life they are in.

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.

How can we help?

Make the most of retirement

You would like to leave a legacy for your kids and ensure you don’t run out of money anytime soon.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

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

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.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Retirement Planning​

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.

Estate Planning

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

SMSF

SMSFs give people full control of their own super fund, including all the legal and tax responsibilities associated with doing this.

Financial Planning: Take the time to plan and be guided by our Advisors

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.

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Prepare for tomorrow, make the most of today.

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Jane Brown

Head Accountant

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