About
THE WEALTHFIT STORY
Why we exist
You work hard, and you want your family to have the best life possible. And although money isn’t the most important thing in the world, it does impact so much of your life: where you live, what you do and where you holiday.
The problem is life is hectic and money gets put in the too-hard-basket. You’re not getting ahead. Money worries keep you awake at night.
We want to fix that!
At WealthFit, we want to help you shape an extraordinary life.
Through financial advice and coaching, we will help you manage your money with clarity and confidence.
We are on a mission to help Aussie families take control of their money so they can enjoy life. We are on a mission to help Aussie families take control of their money so they can enjoy life.
LET US INTRODUCE OURSELVES
Meet The Team
Luke Dalziel-Don
Founder | Financial Coach
Ingrid Feith
Practice Manager
Sarah Thorburn
Client Services
"Happiness is not something you postpone for the future;
it is something you design for the present."
ABOUT OUR FOUNDER
Luke Dalziel-Don
I’m a numbers guy and have been working in finance since 2010, starting in the family business and then eventually taking the reins and starting WealthFit in 2016. WealthFit was born out of my frustration at seeing far too many people earning good money but not making the most of it due to lack of time, confusion about the right moves to make or the inability to take action.
Taking action is the most powerful thing you can do when it comes to money, but first, you need to know the rules of the game. We pride ourselves on making money a fun and educational topic and giving you the tools and tactics to be confident with your money decisions.
My goal is to make WealthFit the kind of business that you look forward to interacting with, one that prioritises you and your needs and is always there to help.
Values
Our values are our north star that surround everything we do, the decisions we make and how we choose to live and work together.
Give
Give more than you take. An "after you" mentality that puts other's first.
Live
Have a good time. Celebrate the wins and enjoy the journey.
Grow
Be better than yesterday. Inspire, innovate and improve every day.