Wealth & Lifestyle Financial Planning

Wealth and Lifestyle Financial Planning (W&L) was founded by Michael Konstas, with a mission to help families, professionals, and businesses reach their lifestyle goals through sound financial planning. We believe that giving people the tools to achieve financial security and independence allows them to focus on the important things in life: independence, dignity, and community. We're helping families become millionaires, and freeing people to live the lives they deserve. Since we opened our doors in July, 2003, W&L has seen consistently high rates of growth and client satisfaction, and our tight-knit, award-winning team has decades of experience helping investors with every step of the money-managing process. From retirement planning and debt management, to business insurance and budgeting, W&L is poised to be one of Australia's most innovative and effective personal finance firms. Our offices are located in Kingsgrove, North Sydney, and Bella Vista. With you through your life's journey: info@wealthandlifesyle.com.au Wealth & Lifestyle Pty Ltd T/A Wealth & Lifestyle Financial Planning Michael Konstas and Naj Farfoud are Authorised Representatives of GWM Adviser Services Limited Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. Refer to our Website: http://wealthandlifestyle.com.au/terms-and-conditions/

Website

http://wealthandlifestyle.com.au/

External link for Wealth & Lifestyle Financial Planning

Industry

Financial Services

Company size

51-200 employees

Headquarters

Kingsgrove, NSW

Type

Privately Held

Founded

2003

Specialties

Investment Planning, Personal and corporate superannuation, Retirement Planning, Managed funds and shares, Total & permanent disability insurance, Trauma Insurance, Income Protection Insurance, life insurance, Estate planning, and Business Insurance