How we help
Having a clear cashflow plan in place will have the biggest impact on your overall money health. It means you can pay your bills and still have money left to get ahead.
Whether you are an experienced investor or a beginner, there are plenty of steps you can take to grow your money to help you reach your goals.
The sooner you make the right decisions about your super the faster your money will grow and provide you with the lifestyle in retirement that you deserve.
Life takes twists and turns that we can’t always see coming. That’s why it’s so important that you are prepared for life’s emergencies and have the right insurance in place.
Who we help
You need some quick financial fixes like consolidating super or increasing your insurance. You know what you want and we will help you get it done quickly.
You are busy building your career or your business and you might even be starting a family. It’s an exciting time in your life and we want to help strengthen your wealth fitness.
Life is flying by and you are in a position to start growing your wealth and really working towards those goals and dreams. We are here to help your wealth fitness thrive.
How we work with you
Let’s kick things off with a quick chat over the phone to discuss the issues you need help with and to see if we are the right fit.
A quick financial quiz to tell us a bit about you, what you need help with and how you rate your current wealth fitness.
This is where we get to meet in person and learn more about what’s important to you, your goals and your current financial position.
We will present you with your GamePlan BluePrint which introduces the different strategies for your situation and goals.
We will build your tailored and comprehensive GamePlan and bring it to life by implementing your strategies.
There is no ‘set and forget’ at WealthFit. We will review, refine and recalibrate your strategies to ensure your GamePlan grows with you and your goals.
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Director and Wealth Coach
Luke joined the team as a Financial Adviser in 2010 and is a strong believer that great advice is underpinned by education. Luke identifies his success with his clients’ success and is completely focused on helping his clients achieve peace of mind. Outside work Luke loves spending time with his young family and hitting the fairways (his goal is to hit a single figure handicap within 2 years). Luke is also involved with the Wynnum Manly Seagulls Rugby League team and enjoys building, property development and architecture.
‘We are what we repeatedly do. Excellence, then, is not an act, but a habit.’ Aristotle
Sarah joined the team in 2007 as a Financial Adviser before taking a short break from the industry in 2009 to start a family. Sarah returned in 2010 as the Office Manager and loves the challenge of the day-to-day operations of the financial planning industry. It gives Sarah great satisfaction to see clients retire who have worked consistently over the years to execute their financial strategy. Outside work Sarah has an interest in photography and you can find her stand-up paddleboarding in the beautiful Wynnum/Manly Bayside.
'Proper Preparation Prevents Poor Performance.' Charlie Batch
Georgia joined the team in 2016 and is passionate about providing an unrivalled client experience for WealthFit clients. Georgia is currently at university studying a Bachelor of Business (majoring in Accounting and International Business). Georgia loves helping clients so they get the best and most efficient outcome. Georgia also helps Luke and Sarah behind the scenes. Outside work Georgia enjoys sewing when she gets the chance.
'Comparison is the death of joy.' Mark Twain