Areas we can help
We provide financial advice and coaching to families from all walks of life.
Our goal is to help you get that balance right between enjoying life today while keeping your eye on the future.
Control your cashflow
Get your money working on autopilot with a simple cashflow framework. We help you take back control of your money so you can enjoy a great life today and save more for the future.
Buy your dream home
We will help you work out the quickest path to make your dream home become a reality with the right cashflow, debt, investment and insurance strategies.
Build a backup plan
We help you put a personalised backup plan in place to protect your income, lifestyle and the ones you love. Be ready for the unexpected curve balls life may throw at you.
Educate the kids
Save for your children’s education expenses with practical cashflow and investment strategies to suit your time frames and expected education costs.
Dominate your debt
Strike a balance between good debt and bad debt to get you ahead faster. We will work out when you will be debt-free and how to get the banker off your back sooner.
Grow your assets
We’ll help you grow your portfolio of assets with an investment strategy that is aligned to your goals, timeframe, and your tolerance for risk.
Generate passive income
Get your money working as hard as possible so you can step back from the daily grind and chase your dreams.
Sort your super
We make sure you have the right super strategy in place for your age and your tolerance for risk. We demystify super and explain the exact reasons why it is so ‘super’.
Pay less tax
Cut your tax bill by knowing the rules of the game. We help you use every available legal pathway to invest, pay down debt and keep more of your hard earned income.
Retire on your terms
Retire ready and be confident that your money will last. We will help you take advantage of super, structure your assets maximise tax and government entitlements.
Live the good life
Whether it’s adventures, holidays or spending more time with your family, we help you get your money sorted so you can live life to the fullest.
Leave a legacy
A solid estate plan is so much more than a Will. We help you structure your estate to be both tax effective and to safeguard your family’s financial future.
What To Expect
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."