Solutions

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

No jargon

We are straight shooters who aim to avoid financial jargon and industry speak.

Keep it simple

We want to make it easy and simple for you to take action and see real results.

No agenda

We work for you only and have no agenda or ties to any products or banks.

Keep it fun

We want managing money to be enjoyable and educational.

Client success stories

"I feel safe and confident with the advice and planning that has been put in place for us. Luke even responded to a weekend query as he realised I was worried about something; that really calmed me, as I was feeling helpless.

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."

Heather O'Brien

"We love Luke's straight forward approach. He is up to date with tax and financial strategies to help make our money go a little further. He is easy to understand, and when he makes recommendations he uses a lot of visual aids so we are able to see the figures on the screen in front of us. Sarah is also an asset to WealthFit. She is always helpful and follows up enquiries straight away. We are happy to recommend WealthFit for sound financial advice."

Richard & Julie Thomas

"Wealthfit met (and continues to meet) the outcomes that we were seeking to achieve as we moved towards an early retirement. The plan we developed with Luke gave us confidence to move to the next stage of our life. In addition, they helped us to save money by changing our Superannuation provider and got our wills in order."

Malcolm & Meryl Thorburn

"The team at Wealthfit have helped us to understand more of our finances and look to the future regarding our super, insurances and investments. Luke has also helped us organise up to date wills. Luke and Sarah have always responded promptly when we have had a question or concern. Luke is very professional and we would highly recommend the services of Wealthfit.

"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. "

Graham & Tracey Dows

"Fantastic service and makes sense when we catch up. I have recommended others and they have all been very satisfied with the service. Its been a relief to have experts look after my future.

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."

Mark & Debra Geard

"Being a customer for many years now I have peace of mind knowing that Luke and team looks after my finances well.

Your finances are in good hands you have peace of mind know that best is done for you."

Donald Yeomans

"WealthFit has provided us with a clear ongoing plan for the future that is monitored and updated as required due to changing environment and personal needs.

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. "

Mr & Mrs H

"The team are approachable/explain things simply and are prompt when answering questions or queries.

The advice has been tailored to my needs and given me a good understanding of my current and future financial situation."

Simone Cahill

"WealthFit has helped us to plan for and finally get to our retirement with very little stress regarding our finances.

They advised us on a number of strategies to easily manage our finances and our future retirement."

Mr & Mrs M

"I had a dream to purchase a house. I came to WealthFit for advice to reach this goal. They have given me the tools and knowledge and I now own a house.

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. "

Dan Sparks

"During an extremely stressful time in my life Luke/WealthFit took care of all the complexities involved in making financial decisions like filling out necessary forms, making wills, investigating options, working out pros and cons etc.

He and his team continue to organise these matters, offering advice, making suggestions and guiding me through my working life towards a secure retirement."

Mrs A

"Awesome Team.... always willing to help & support. We love the personalised touch & so comforting to know you have people who care about your future looking after your hard earned savings!"

Bill & Mary Granville