"Their business commenced in 1997 when they decided to address the need for a more holistic financial advisory approach to wealth management for busy professionals and private business owners.

They recognized the need for a one stop shop approach to provide specialized tax and compliance advice in combination with wealth management.

As their evolving business has grown and the legislative environment has changed they have also corporatized their businesses. Their tax and consulting business trades under the name of Lifewealth Partners Pty Ltd and their wealth management business Lifewealth Financial Strategies operates under our own Australian Financial Services License held by Lifewealth Pty Ltd."