Wealth & Lifestyle

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 yo

u 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/

"How to plan for unexpected illness and injury"
03/09/2026

"How to plan for unexpected illness and injury"

Get the help you need If you’re faced with a sudden accident or injury, or you have a chronic illness, getting help can be tough, and that’s ok. Before you begin, you may want to ask for support from family or friends, so you feel ready to work through your to-dos. Get important paperwork done S...

A warm smile is the universal language
02/09/2026

A warm smile is the universal language

"Shares: What is an IPO"
01/09/2026

"Shares: What is an IPO"

There are a number of ways to buy shares, including when they first float. How investing in shares works A share is part ownership in a company. Companies issue shares to raise money. After that, investors can buy and sell those shares to and from each other. When you own shares, you own a small ......

If you’re unsure how the CGT changes
30/08/2026

If you’re unsure how the CGT changes

"Six ways Gen X can build retirement savings"
27/08/2026

"Six ways Gen X can build retirement savings"

Making the most of your peak earning years Many Gen X Australians are now in their peak earning years and retirement is not too far away. While many people in this age group are earning more than ever, not everyone is on track to achieve the level of financial security they would like in retirement....

"Record SMSF growth driven by digital access"
26/08/2026

"Record SMSF growth driven by digital access"

Record SMSF growth driven by AI and digital tools, but admin and compliance challenges persist 48,500 new SMSFs were established in the 12 months to December 2025, the highest annual number on record. Nearly 40% of newly established SMSFs reported using AI based tools to assess whether an SMSF was r...

Surround yourself with people who are only going
25/08/2026

Surround yourself with people who are only going

"How to maximise the impact of your inheritance"
23/08/2026

"How to maximise the impact of your inheritance"

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely Australia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5 trillion in wealth1. As more Austr...

"New consumer protections for Support at Home services"
21/08/2026

"New consumer protections for Support at Home services"

The Australian Government has announced it is introducing new consumer protections for Support at Home participants. These are in addition to protections already in place to ensure reasonable prices and service quality for participants. The government has also announced it will pause the implementat...

"Tips and tricks for cutting costs"
20/08/2026

"Tips and tricks for cutting costs"

Discounts, offers and rewards programs Cost of living is impacting people across Australia, with everything from interest rates to the weekly grocery shop contributing to the strain. While there isn’t one catch-all solution, there are different ways you can tackle the financial squeeze. Reward and...

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Kingsgrove, NSW
2208

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