At WealthFit we want to make a difference in your life. We want to help you balance money and lifestyle so you can live your best life!
WealthFit provides wealth coaching and financial planning to families, individuals and businesses. We want to help you get your finances in shape so you can enjoy your lifestyle today while setting yourself up for the future.
It all started in 1986
WealthFit is a family owned business in Tingalpa, Brisbane that started in 1986 as Paul Dalziel-Don Financial Planning. The business was transformed to Dalziel-Don Financial Services in 2011, incorporating the children of founding director Paul Dalziel-Don.
Upon Paul’s retirement in 2016, Luke Dalziel-Don became the Director and the business was rebranded WealthFit.
It’s all in a name
Born and bred in the bayside area, Luke Dalziel-Don had a vision to evolve the local, trusted brand. The focus at WealthFit is to not just to concentrate on money but to look at your overall lifestyle and goals. Ultimately, we want to help you develop your WealthFit Game Plan so you can achieve financial freedom.
“What then is freedom? The power to live as one wishes. “
Marcus Tullius Cicero
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