Testimonials

We were very confused about all the different views and strategies regarding our finances before we met Minh.  Minh turned it around for us and put everything in perspective and with his help we have devised a plan for our financial future which we are comfortable and confident with.  We look forward to a wealthy life with Minh as our guide.

Kim & Grant Calverley

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Some wonder what their lives would be like had they not met a special person … but the special person is not usually their financial planner!  I met Minh quite by chance and in two years he & the team at Wealthylife have helped me transform a very ordinary balance sheet into a very exciting one.  Viva la difference!

If you’re shopping for things financial, the Wealthylife team has something for everyone from simple early repayment ideas to complex financial products & what a cheery lot they are too!  I highly recommend them to you.

Anne Reid

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We were struggling with debt management and cash flow and found that we were spending more than we earnt.  Over the last year and a half we have been gradually paying back debt, leaving us with what we had hoped to pay off in 15 years.

Our one on one office meeting with WealthyLife was tailored to our needs.  The strategy was specific for us only and we were taken through the strategies step by step.  The greatest thing was our lifestyle income will not be affected.  This is a HUGE bonus.  We can now enjoy our life!

Debbie & Rob            

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Minh and the team at WealthyLife have been my financial advisors for many years and I have every confidence in the advice they provide.  Their advice has been timely and accurate particularly when they have recommended a change of investment focus to take advantage of emerging developments.  They have always listened to my financial aspirations and developed the necessary strategies for me to achieve these. The result has been that both my wife and I have been able to retire early so that we can enjoy life doing the things that we want to do while we are healthy and fit enough to do them.  Thank you         
         
Paul Southgate           

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WealthyLife have always been supportive of my individual financial goals, no matter how grand or small and suggests strategies that are achievable.  They are professional and reliable in their implementation of these strategies. Their energy and enthusiasm always make meetings an absolute pleasure.         
  
Katherine Jensen          

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The team at WealthyLife have been my Financial Advisors for over 5 years.  During that time they have always worked to  provide the best options for my situation.  They are knowledgeable in their field and I have always been pleased with the advice and outcome I have received.  I have no hesitation in recommending them.       

Heather Rhead          

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WealthyLife have been my financial Advisors for 3 years and have continued to provide excellent service. They have been able to understand and work with my financial status, needs and goals.  They have helped to set up strategies to BOTH protect my income and investment and to grow my investment, and have helped with my investment in the property sector. Currently I have one investment property that’s returning a ROIAT of $4500 (40%) and a capital growth of $55,000. They have been able to formulate strategies and recommend products that are achievable.  It has always been a pleasure working with them.         

Eddy Woon          

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I’ve always found the WealthyLife's teams enthusiasm to find me the right products information and opportunities to be outstanding, giving confidence that I am getting the advice I need in a timely and effective fashion, allowing me to make informed decisions at the right point for both my personal circumstances and for my investment needs.  Their advice has allowed me the freedom to take time away from my career to travel throughout France this European Summer.  Thanks WealthyLife     

Nev Delap          

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We have had WealthyLife as our financial adviser for a number of years now and have found him to be most  helpful in the service he provides regarding investments and financial matters for our ‘Self Managed Super Fund’ and they appear as this time to be to our benefit.  As a person he is most courteous and presentable and goes out of his way to give advice on all financial matters. As semi-retirees, not only do we consider Minh as our adviser we also consider him as a friend. 

Glen and Adele Edwards         

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We have found WealthyLife to be a pleasure to deal with and we have seen a positive growth in our superannuation fund since engaging their services. The team members are very approachable, very knowledgeable on the current investment market and are continually in touch and up to date on what our investments are achieving. We no longer feel any anticipation or doubt about the unstable performance of our fund that we did prior to dealing with WealthyLife.          

Don & Tanya Sacre           

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My name is Craig Woodward and I discovered WealthyLife through a friend of mine.  From the outset, Minh and his team were very professional and extremely obliging.  He came to my house and explained thoroughly what would be best for my situation.  Through his efforts I now have him as my financial advisor, taking care of investments and different types of insurances.

Craig Woodward

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I have found Minh Le to be very professional and knowledgeable about the advice he offers. It is very easy to talk to him and he has a good grasp of what my financial goals are and the plan is underway. The WealthyLife staff are a credit as well and I have found the business experience clear, quick and satisfying.

Guy Mauger

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Excellent client contact and feedback with progress.   I would definitely use her again when I have a property to sell which will be number 5 for Carol.

Marita and Keith Haggard

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Carol has been very professional in her approach and dealings with me.  She regularly maintained contact regarding progress with the selling of my investment property and was very considerate of the estate management and tenants in minimising any disruption to their lives during any inspection.  I have no hesitation in recommending Carol to any person interested in selling or buying a property.

Wayne Miller 

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I have known Minh Le for 5 years and watched his dream become reality. He had discussed with me 2 years ago about joining the Wealthy Life Group as the Real Estate division because of where he envisaged his business going, a one stop shop for investors. As I watched both him and the company progress, I was impressed with the fact that we both have the same philosophy regarding client service and professionalism, which lead me to join the group as Wealthy Life Properties. The one stop shop for all investment and property advice is something that I believe is needed as the two go hand in hand.

Carol Jeffery
Owner/Licensee
Wealthy Life Properties

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I’ve known Minh for around 3 years & have always valued his advice. He definitely has my financial interests at heart & I feel that without Minh I would not be in the position I am today, nor would my financial future be so bright. He really does deliver on the promise!

Nic Woollett

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Helen and I have had our investment and financial arrangements managed by Minh Le for nearly 6 years.  We have been comfortable and confident in the financial advice given to us due to the personal and simple explanations about the strategies prepared by Minh.

More recently, Wealthylife, under the management of Minh Le has provided us with the complete package, products and strategies that reflect the current trends and markets, investment loan facilities, lifestyle advice and staff to assist you and be available for consultations. Wealthylife has created quite a unique blend of professionalism and friendliness in the financial advice business.

The strategies are presented to us in a simple and concise format that help us understand the products, the diversity of the products, the advantages and risks associated with the strategies and expected outcomes. Our investment attitude and needs are catered for by incorporating short, medium and long term goals which are professionally monitored and flexible enough to react to market trends.

The recommended options in our financial plan document are presented and explained to us. From these we make choices and at no stage did we feel pressured with the process. Our financial arrangements matched our individual needs and lifestyle demands.
Minh's expertise has enabled us to use our assets to achieve the life-style we desired and has given us financial security. Wealthylife possess a comprehensive understanding of the current financial world. We are relaxed in the knowledge that our present needs and any changing circumstances will be accommodated.

I value Minh’s friendship and intelligent analysis and recommend Wealthylife to provide a balanced lifestyle analysis for your financial wellbeing.

Nev and Helen Sprott

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