Lifewealth

The Lifewealth Team delivers a comprehensive range of services and their business is strongly personal relationship based. We have been with Lifewealth since 2000. A key benefit for us has been the convenience and security of being able to access both tax and financial planning services under the one roof with a trusted team. In addition they are also sufficiently aware of Estate Planning to be able to advise in this area. The relationship is proactive, our advisor is readily available and generous with his time. We receive regular reports on our portfolio and the firm continues to add to its service offering. Whilst specific investment recommendations are made from time to time and there is adequate opportunity to discuss them, the final decisions are always left to the investor."