Lifewealth Group

Lifewealth Group is an Australian financial advice, business advisory and accounting firm. It works with individuals, families and businesses, and begins each relationship by learning what matters most to the client. It has two offices in Victoria and clients across Australia.

Services

• Financial advice: planning that balances short-term needs with longer-term goals.
• Business advisory: guidance for business owners and founders.
• Accounting: accounting solutions for individuals and businesses.
• Client updates: a podcast and market and economic updates sent by email.
• Flexible meetings: appointments in person, by video or by phone.

Who it works with

Families and their adult children, professional athletes, business founders, entrepreneurs and business professionals.

Key facts

• Based in: Victoria, Australia
• Offices: two, both in Victoria
• Experience: more than 20 years supporting clients
• Approach: personal and relationship-based