About Us

Whether you’re fresh out of university, well on your way to living your dream, drowning in debt or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals.

We can help you reach them with a personalised Wealth Plan.

We’ll apply time-tested strategies, provide expert advice and make recommendations based on your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan so you can meet each of life’s challenges head on, and celebrate your accomplishments along the way.

Every event in life brings with it unique opportunities. Be financially prepared to take advantage of them.

Wealth planning gives you the confidence to meet life’s milestones head on. And along the way, you’ll have the knowledge and insight to make financial decisions that are right for you and your loved ones. Today. Tomorrow. Throughout life. Whether it is:

• Getting Your First Job
• Getting Married
• Buying a New Home
• Welcoming a Child or Grandchild
• Retirement
• When Your Child Turns 18
• Accident or Illness
• Changing Jobs
• Losing Your Job
• Divorce
• Loss of Loved One

Wealth planning is an evolving process. As your circumstances change over time, we’ll help to ensure your financial plan is adjusted, too, so you’ll stay on track to meet your goals.

As achieving financial security is becoming more complex for more people, we’re finding ways to make it easier than ever for clients to create a lifetime of financial security. We do it unlike anyone else and it starts by putting clients first.

At A to Z Wealth for Life, we’re driven by the desire to help clients achieve lifelong financial security, and we believe that a long-term approach is the best path to success. And we believe that by giving back, we can help our community move forward. Together with our clients, we’re working to enrich lives, strengthen businesses and build a brighter future.

Accountants mostly deal with tax related issues, and there are accountants who specialise in niche areas.

As Wealth Creation and Protection Specialists we will help you plan for life.

At A to Z Wealth for Life, we’re driven by the desire to help clients achieve lifelong financial security, and we believe that a long-term approach is the best path to success.

We believe that by giving back, we can help our community move forward.

Together with our clients, we’re working to enrich lives, strengthen relationships and build a brighter future.

We’re building brighter futures by helping clients achieve lifelong financial security and by giving back to the communities we serve.

A to Z Wealth for Life’s wealth planning process is designed to help you create a lifetime of financial security.

Our financial professionals will work with you to:

1. Identify your goals. First, we’ll make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.

2. Develop your personalised plan. We’ll analyse your financial situation and develop recommendations that can help you and your family achieve financial security.

3. Implement your strategies. We’ll bring your wealth creation and protection plan to life with proven products and quality solutions.

4. Review your plan. Throughout life, even small changes can impact your financial plan. We’ll help you adjust your plan as needed to stay on track.

Although your financial strategy will be one of a kind, we’ll ensure that it’s built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you’re working so hard to achieve. Our process involves:

• Risk Management: Be financially prepared to weather life’s storms. We’ll help to ensure you; your family and your income are adequately protected against risk.

• Wealth Accumulation: Make the most of your money. Our financial planning process and investment and advisory services are designed to help you achieve your goals.

• Wealth Preservation and Distribution: Ensure your money lasts as long as you live. We’ll help you transition your wealth into predictable income in retirement and leave the legacy you desire.

If you are interested in our services, click the “Health Check” button in the menu and fill out the “5 Minute Health Check” and “About You” questionnaires. Upon completion of the questionnaires we will be in contact with you to schedule a complimentary “Get Acquainted” meeting.

Our first complimentary “Get Acquainted” meeting is generally an hour to an hour and a half long and allows us to discuss your goals and objectives. It enables us to better gauge the scope of your particular project.

You will also be required to provide us with all copies of all the relevant financial information which is all explained in a “Document Checklist” to help us fully understand your current financial circumstances.

If you decide to engage with us, we will then proceed in preparing a “General Strategy” document which will outline the following:

• Your Issues and Concerns & Goals and Objectives
• Proposed Strategies to be Considered
• Potential Outcomes based Upon Implementation of the Recommended Strategies
• Proposed Summary of All Costs in Preparing and Implementing the Advice and Ongoing Client Relationship Service Package Options

DOCUMENT CHECKLIST

• Personal Bank Statement/s
• Credit Card Statement/s
• Mortgage Details/Statements
• Most recent Superannuation Fund Statement/s
• All current Insurance Policy details (Life, TPD, Trauma, Income Protection, Car, Home & Contents – if applicable)
• Most Recent Personal Tax Return
• Any Salary Packaging or Leasing Information
• All current Investment Details
• Contact details of your current professionals (accountant, lawyer and banker)

In addition, if you operate a business or have complex investment legal structures then please also provide the following documentation (alternatively you may provide us a limited authority to obtain this information from your accountant)

• Legal Structures (i.e. Trust Deeds, Company Constitution, Partnership Agreements)
• Self-Managed Superannuation Fund Trust Deed (if applicable)
• Business Loan documentation
• Business Financials (i.e. Balance Sheet, P & L) and Tax Returns
• Business Insurance (Business Owner, Key Employee, Business Continuation and Succession Protection)

Yes the first meeting is free.

Our meetings are to be held at our Head Office situated in Suite 5 / 54 Melbourne Street NORTH ADELAIDE, SA 5006.

In special circumstances, our Wealth Strategists can come and see you, alternatively we can arrange for a convenient place to meet, whether it be at a cafe, restaurant, workplace or a location of your choice that you are comfortable with.

We provide over the phone as well as Skype video conferencing, however you may prefer face to face.

Interstate visits such as Queensland, Western Australia, New South Wales, Victoria, and Northern Territory are on request subject to meeting strict criteria.

The fees are determined based on the complexity and scope of your current and future financial needs. At our second meeting where we provide you with the “General Strategy” document a fee range will be quoted based on an estimate to explore the areas of your financial life where you need assistance.

At that point you have the option, whether to walk away with no fee being charged, or alternatively, proceed to the next stage of developing and implementing the proposed recommended strategies that you have agreed upon.

It is not until you have fully agreed upon the type of strategies that you would like to implement and we have provided you with a Detailed Advice document including full implementation of the recommended strategies that you will be required to pay the accepted fee with any of the various payment methods we offer you. We encourage clients to contact us after the initial plan has been provided to ask questions. We will schedule a half hour meeting after the presentation to answer any questions and help you determine the next steps to proceed with your plan.

In addition, we have a number of Ongoing Annual Client Relationship Service Package Options for you to choose from. Dependent on your ongoing needs and requirements the wealth creation process relies on a solid relationship between the strategist and the client. Ongoing financial check-ups are crucial to ensure that you remain on track with your plan and to evaluate changes that are needed to avoid any unforeseen challenges that may arise.

A to Z Wealth for Life Pty Ltd observes the National Privacy Principles in the Privacy Act 1988 (Cth).

Refer to our Privacy Policy here Click here

Websites linked to this site are responsible for their own privacy protocols.

If you have any concerns or questions about privacy, please contact us.