Who are we?

Wealthlife Solutions is a Brisbane based Financial Planning firm who offer a wide range of financial services aimed at providing our clients the means to secure their financial future and protect what is most important to them, no matter what stage of their financial life they are in.

It is our vision to provide our clients with a holistic approach to their financial affairs so that they have one Financial Advisory firm    working in sync in all areas of their financial life which we believe will ultimately achieve the most optimal result for them.

Our Mission

At Wealthlife Solutions we believe in supporting our clients with all financial decisions through every stage of their financial life.

Our clients value the highly personalised, long term relationships that we build with them, based on our high level of expertise and assistance with all facets of their financial affairs.

We believe in assisting clients by taking a proactive approach and constantly looking forward to the future, and considering what they’d like to achieve, generating wealth, minimising tax and mitigating risks.

It is our philosophy that this is best achieved by dealing with one organisation which has the expertise and resources to advise on all aspects of the clients financial life to ensure the client receives the highest level of service and achieves the best possible outcome for their situation.

We make it our business to provide such a service and to offer our clients the tools necessary to secure their financial future as we understand that you and your family’s financial security is the most valuable service we can provide you.

At Wealthlife Solutions you can be confident that you are dealing with people that care.

We act in the best interests of our clients!

Our firm is dedicated to providing the highest quality of advice and will always act in the best interests of our clients.
We do this by:

  • Getting to know you, your values and your financial situation thoroughly before providing any advice
  • Making your needs and strategy our highest priority and only recommending products suitable to achieving
    your strategy and goals
  • Quoting our fees upfront for complete transparency
  • Using a fee for service model. This means you do not pay more just because you have earned more money or
    have more wealth and our advice will remain completely objective and tailored to your needs
  • Being committed to staying in touch with you and your needs which is why we will always offer a regular
    review service so that we can adapt your financial plan as your financial circumstances change

For more information on the services we provide and what this can mean for you contact us today for a FREE,
no obligation consultation with one of our financial consultants!

Financial Services Guide – George Kallinicos | Financial Services Guide – Simon Gagliardi |

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