Wealth & Lifestyle

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Wealth & Lifestyle Wealth and Lifestyle Financial Planning is a leading full-service, one-stop-shop financial firm focused on helping people achieve their lifestyle goals.

We're a dynamic financial planning firm that assists everyday families to reach their lifestyle goals and achieve financial independence. We know that the true power of money is freedom: freedom to make your own decisions, achieve your own goals, and live your own life. Since 2003, we've given hundreds of people the opportunity to stand tall on their own terms. We can help you do the same. With you through life's journey: [email protected]

Wealth & Lifestyle Pty Ltd T/A Wealth & Lifestyle Financial Planning Michael Konstas and Naj Farfoud are Authorised Representatives of GWM Adviser Services Limited

Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. Refer to our Website: http://wealthandlifestyle.com.au/terms-and-conditions/

Payday Super came into effect on 1 July.
18/10/2026

Payday Super came into effect on 1 July.

"The three phases of retirement: Key decisions at every stage"
16/10/2026

"The three phases of retirement: Key decisions at every stage"

Retirement starts long before your last day at work There are certain moments in life that reshape not just your finances, but the way you live. Starting a family, moving overseas for a job, changing careers – retirement belongs in that same category in terms of its significance. Traditionally, re...

"Why Transition to Retirement deserves a second look"
15/10/2026

"Why Transition to Retirement deserves a second look"

For many people approaching retirement, the transition from full-time work to retirement is no longer a sudden stop. Instead, it’s often a gradual process that involves reducing work hours, maintaining cash flow and continuing to build retirement savings. One strategy that can support this approac...

There are many wonderful things that will never be done
13/10/2026

There are many wonderful things that will never be done

"How floating rate bonds can make your portfolio more resilient"
13/10/2026

"How floating rate bonds can make your portfolio more resilient"

Floating rate bonds tend to receive less attention than shares or fixed rate bonds. Yet in Australia, floating rate bonds are far from niche. They play a starring role in Australia’s credit market as the favoured source of debt funding by the major banks. Floating rates are a familiar concept in o...

Use super for tax-effective wealth building
11/10/2026

Use super for tax-effective wealth building

"Ensure your estate planning reflects your wishes"
09/10/2026

"Ensure your estate planning reflects your wishes"

Many people are surprised to learn that some of their largest assets may not be covered by their will. With recent changes affecting testamentary trusts and ongoing complexity around superannuation death benefits, now is a good time to review your arrangements. New rules announced in the 2026-27 Fed...

The easiest way to manage your money
08/10/2026

The easiest way to manage your money

"Signals from the bond markets"
06/10/2026

"Signals from the bond markets"

If the financial markets could talk, then bonds would probably be saying: “We’re not convinced the story is over yet”. Bond yields have been rising around the world as investors reassess the outlook for inflation, economic growth and government borrowing. The moves have been significant enough...

"How home insurance cash settlements work"
06/10/2026

"How home insurance cash settlements work"

If your insurer offers a cash settlement instead of organising repairs, it’s important to understand what you’re agreeing to. What is a home insurance cash settlement? If you submit a claim on your home insurance, the insurer might offer to pay you an agreed amount (a cash settlement) instead of...

Address

Suite 1A, Level 1322 Kingsgrove Road
Kingsgrove, NSW
2208

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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