WELCOME TO WEALTHFIT
Lifestyle focused financial advice
Manage your money with clarity and confidence.
Get a framework for your money, supported by the right advice and coaching.
Be confident that you are on the right track with a uniquely personal game plan.
Get your money working on autopilot, so you can get on with living your life.
Helping you shape an extraordinary life.
THE WEALTHFIT WAY
Freedom to focus
on life not money
You earn decent money but you can’t seem to get ahead financially. Life is too busy to find the time to sort out your finances. And, there is so much information out there about money, it’s hard to know who to believe and who to trust.
You’re not alone. Money can be hard.
At WealthFit, we believe every Aussie family should have the freedom to focus on life, not money. The life you want to live is at the centre of everything we do.
We make money simple. We tell it to you straight and give you the education you need to be confident with your money choices.
Go from stuck to sorted with a step-by-step plan to get your finances in shape.
Make the right moves with money and take advantage of every opportunity to get ahead faster.
Feel excited about your future and enjoy the things that matter most to you and your family.
Client success stories
Wealthfit take the worry and stress out of dealing with financial matters and leave you to just enjoy what you have worked so very hard for."
"Wealthfit assists to look at your overall financial story. What you have, where do you want to be and find the best fits to make things happen. They also ensure you have enough insurance, should something happen to your or your partner. "
WealthFit invest and manage my super funds with expertise for the best outcome financially. They advise what they are doing and what the future retirement financial outcome should be."
Your finances are in good hands you have peace of mind know that best is done for you."
You also receive excellent advice and guidance protecting your wealth building your wills , enduring power of attorney , income protection etc. WealthFit has been an extremely positive experience navigating what can be a rather hard and stressful process at times securing your financial future. Yearly reviews and the ability to ask questions at anytime gives you confidence and makes you feel part of the process. "
The advice has been tailored to my needs and given me a good understanding of my current and future financial situation."
They advised us on a number of strategies to easily manage our finances and our future retirement."
Not only did I purchase a house, they have also helped me set up a retirement plan and took care of my will and power of attorney. "
He and his team continue to organise these matters, offering advice, making suggestions and guiding me through my working life towards a secure retirement."