About Us

How can WealthyLife help you?

WealthyLife is dedicated to delivering results to families and individuals wanting to take advantage of certain financial opportunities including superannuation, managed investments and the share market.  With investments and financial management being the key ingredients to a sustainable future, the implementation of personal financial planning is crucial.  From wealth accumulation to wealth protection, WealthyLife takes a fresh-faced approach to financial advice, helping to secure a profitable future that often seems out of reach for many.  WealthyLife is dedicated to tailoring the best financial management solutions to each client, and believes that the assurance of a protected and stable financial future is paramount.  Big opportunities for people are often lost by many who lack intrinsic knowledge of the finance industry and economic trends, but with WealthyLife these opportunities can be seized.

Why WealthyLife?

Over the last few years there has been a growing number of Australians needing and wanting to take charge of their financial situation and enhance their financial future by putting in place financial strategies that can work within a economic structure. This trend has increased because of two major issues:  1) Many people don’t have significant accumulated sums of money available to invest.  2) Many people don’t have the extra income to cover the required out of pocket costs associated with financing investments.  We offer sensible, logical and achievable financial solutions that can help you get ahead and take charge of your financial future.  Our team of professional advisors are qualified to provide a comprehensive range of financial services that deliver a valuable service for clients who demand outstanding results and financial benefits.

WealthyLife Pty Ltd (ABN 30 120 604 828 ) is a financial planning and services company whose founder and Managing Director is  Minh Le. WealthyLife is an authorised corporate representative of WealthSure Pty Ltd. WealthSure holds an Australian Financial Services Licence (No. 238030).   

Don’t ignore the opportunity!

Even if you don’t think you are in the position to invest and take more control of your financial future, you may be incorrect. You may actually be able to do more than you realise.   Many of our clients are people that didn’t really think they could do much, but learned they could do more than they imagined and chart a course towards a brighter future than they dreamed possible.  Imagine if a few years down the road you learned that you could have saved yourself 4, 6, or 8 years in paying off your mortgage, or that you could have doubled your superannuation, or you could’ve had more assets growing for you with no out of pocket costs. You would literally kick yourself.  Save yourself the bruises and give WealthyLife a chance to help.

Please contact a WealthyLife Financial Advisor on 1300 366 910 for an appointment.
 

Who are we?

We know that being a boutique financial planning firm means we still must earn customer trust and loyalty – it’s a good basis to start from!  Here’s a little about who we are and where we come from.  Founded in Brisbane in July 2006, WealthyLife carries on it’s proud association of two years as a corporate representative of WealthSure Pty Ltd.  Our team of professional financial advisors is reflective of all aspects of your required needs in your life. The WealthyLife Team come from diverse backgrounds from within and outside of the financial planning industry. Accountancy, Finance, Investments, Health, & Lifestyle Advice are their areas of expertise.  As a business, we are very conscious of maintaining the boutique culture that has underwritten our success so far.  Every decision taken by the business indicates that we are more interested in generating a long-term quality service to you as a client, rather than organizational expansion for its own sake.

Every experience you have with us must reflect:

• An uncompromising level of integrity that instills confidence and peace of mind.
• A commitment to excellence that gives you clear, accurate and competent answers and solutions.
• A creative spirit willing to find new and better answers to financial challenges

A determination to make your day and your life yours. 

We know if we live by these principles we will earn your trust and loyalty.  If we do not make the effort to live up to them, we equally realize you will be quick to look elsewhere for an alternative.
 

Our services include:   

• Life Insurance Advice
• Superannuation
• Tax Effective Strategies
• Portfolio Reviews
• Cash Flow Management
• Mortgage Reduction
• Property Investments
• SMSF Gearing
 

Our reason for being

When we looked around the financial services industry we suddenly found ourselves asking “Do we want to be a part of this, or apart from this?”  We saw what was being offered and decided that our clients deserved more.  We looked at the way we worked and asked “How can we deliver outstanding results for our clients”.  
Our clients now know we want the best for them.  Because we completely redesigned the way we do business, our focus is to deliver financial solutions that will impact positively on all aspects of our clients lives.  We believe strong and reliable financial strategies and plans form the basis of a balanced life.  A life to choose what you want today, a wealth of choices, wealth in career, wealth in finances, wealth in creativity, and wealth in relationships.

Choose a Wealthy Life. 
 

* Independently owned means that WealthSure is not owned by any Product manufacturers, Banks or Institutions

Minh Le
Authorised Representative
Founder & Director
WealthyLife Group
Corporate Authorised Representative

Please contact a WealthyLife Financial Advisor on 1300 366 910 or email This e-mail address is being protected from spam bots, you need JavaScript enabled to view it   for an appointment.

Disclaimer:  Wealthsure do not provide the licence for all departments (ie Real Estate, Finance, Lifestyle Planning) in WealthyLife to provide advice.

WealthyLife Pty Ltd All Rights Reserved 2007