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.
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.
Services
I have been helping clients with their financial planning needs for 18 years and am continually expanding my valuable financial advice through academic studies and experience on the job across all aspects of Financial Planning. I feel empowered that my clients allow me to understand their needs, goals and objectives.
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 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.
Everyone has different reasons for seeking financial advice, but some of the most common reasons our clients have sought us out centres around major life events. We love hearing their stories and we share their hopes and dreams. Many of our clients want to send their children to private schools and save for possible tertiary education.
Retirement may seem a long way off but the earlier you start to take control of your superannuation the more you can take advantage of the tax effective benefits of super. Getting your super sorted out as early as possible also means you can benefit from the effects of compounding returns. Make recommendations about your super arrangements including personal contributions, salary sacrifice, co-contributions and spouse contributions.
Life's really busy now and although retirement is still quite a way off, you want to know that your financial future is secure. You might be considering starting your own business, looking at buying an investment property and/or shares or you just want to be sure that will have enough to pay for your children's education.
Reviews (10)
Nathan Craig
Jan 03, 2022
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Ray Bland
Nov 28, 2021
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I first met Kent about 10 years ago when he worked for ANZ. He took my old portfolio of mis matched accounts and developed a full retirement package for my Wife and I.
Since leaving ANZ he and his team have continued to manage our finances to an exemplary standard and taken the headache out of me trying to deal with government bureaucratic departments.
Since leaving ANZ he and his team have continued to manage our finances to an exemplary standard and taken the headache out of me trying to deal with government bureaucratic departments.
Dennis Evanss
Nov 23, 2021
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Robyn Menerey
Dec 18, 2020
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Jennifer Scholl
Nov 13, 2020
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Have been a client for several years and am very happy with the services offered by this very warm, friendly and down to earth team. I believe that no matter how small or big your investment is, you can be assured of the same level of respect and professionalism. Thank you LifeLong Wealth for taking care of my retirement investment 👍🏼
Gail Satchell
Aug 22, 2020
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Jo-Ann Blackburn
Jul 20, 2020
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Rob
Jul 19, 2020
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From the office front to our adviser we are always made to feel welcome. Our Lifelong Wealth financial adviser, Kent, always acts in our best interests, and responds promptly to any query we have. In order to have a healthy financial future we needed ongoing advice and a company to provide someone trustworthy to develop strategies to meet our goals. Lifelong Wealth has been there for us, and we have been fortunate in securing them and our personal adviser, Kent.
Bo Jilly
Jun 12, 2020
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Tony & Margaret Hensley
Dec 11, 2019
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