Services

cashflow

Cashflow

It doesn’t matter how much you earn, if you can’t control your cashflow then you’ll quickly find yourself losing control of your finances.

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.

investment planning

Investments

At WealthFit we will help you invest smarter so your investments work for you. 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.

We will get a complete understanding of your personal investment objectives and shape an investment plan that is aligned to your appetite for risk and your timeframes.  We will help you navigate the investment process so you can make informed and confident decisions.

home loans

Debt

Debt doesn’t have to be a dirty word. If managed properly, debt can help you on your way to achieving your peak wealth fitness. WealthFit can help you put a debt plan in place so you can pay your home loan sooner and grow your wealth.

Our network of mortgage brokers can help you find the right home loan or investment loan so you can buy that dream home or grow your investment portfolio.

superannuation

Superannuation

No matter your age, 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.

At WealthFit we can help you understand your superannuation options and choose the right fund, investment options and strategy so your money is working hard for you.

life insurance

Insurance

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.   

We will help you identify how much insurance you need and find the policies that are right for you and your family. We can even show you how you can pay for your insurance cover through superannuation so you can protect your income and family without affecting your cashflow.

estate_planning

Wills & Estate Planning

If you have assets, whether it’s a house, business or superannuation, you should consider estate planning. More than just a Will, estate planning means that the right funds end up in the right hands at the right time.

Working with your solicitor or one of our recommended solicitors, we will help put an estate plan in place so your estate is managed and distributed as you intend.