Lifescope Wealth Advisory Pty Ltd

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Lifescope Wealth Advisory Pty Ltd

⭐️⭐️⭐️⭐️⭐️
Your Partner in Financial Freedom. We offer holistic Financial Planning and Wealth protection advice for Australians at any stage of life.

We specialise in retirement Planning and Personal Insurance advice.

19/10/2026

Another feather in the cap. 💙💛

Proud to be named a FINALIST for Adviser of the Year – Victoria at the 2026 IFA Excellence in Advice Awards, recognising excellence in financial advice.

Being recognised by an industry body such as Independent Financial Advisers (IFA) makes this milestone particularly meaningful.

For me, the real reward lies in serving with purpose, staying true to my values and making a meaningful difference in people’s lives.

A second recognition in three months is a humbling reminder of why I do what I do, with passion, care and commitment to the people I serve.

A heartfelt thank you to our clients, referral partners and business partners for your trust, support and belief in what we do. This journey is all the more meaningful because of you.

LifeScope Wealth | Your future, our focus.

13/10/2026

YOUR SUPER MATTERS. YOUR FUTURE MATTERS MORE. 💙

The superannuation gender gap is real, and the numbers tell an important story.

📊 By the numbers:

• $176,000 vs $233,000: The median superannuation balance for women and men approaching retirement, respectively, in 2022–23.

• 24.5% gap: Women approaching retirement had approximately $57,000 less in median super than men.

• 30% of retired women relied on their partner’s income to meet living costs in 2024–25, compared with just 9% of retired men.

Sources: Australian Government Women’s Budget Statement 2025–26; Australian Bureau of Statistics, 2024–25.

So, what can you do today?

✔️ Understand your current superannuation position.
✔️ Review your contributions and investment options.
✔️ Check for multiple super accounts and associated fees.
✔️ Consider how career breaks, caring responsibilities and part-time work may affect your retirement savings.
✔️ Build a financial strategy around the retirement you want.

You don’t need to wait until retirement is around the corner to start paying attention.

At LifeScope Wealth, we believe financial planning is about more than numbers. It’s about helping you understand your options, make informed decisions and prepare for the future you want.

Because financial independence should be part of the plan, not left to chance.

📩 Get in touch with LifeScope Wealth to discuss your financial goals.

Your future, our focus.

RetirementPlanning FinancialWellbeing

07/10/2026

World Financial Planning Day | 7 October 2026 🌏

What a wonderful evening celebrating our profession and the difference good financial planning can make in people’s lives.

I was honoured to be part of the World Financial Planning Day panel at Swinburne University, discussing Navigating Client Relationships alongside some incredibly respected names in our industry.

For me, financial planning has always been about more than numbers.

It is about listening. Understanding what matters to each client. Asking the right questions. And helping people make informed financial decisions with greater clarity and confidence.

A big thank you to FAAA Students and the Beta Alpha Psi chapters from Deakin University, Monash University, Swinburne University and the University of Melbourne for bringing together the next generation of financial planners and creating such a great platform for conversation and connection.

It was wonderful to share experiences, learn from fellow professionals and hopefully inspire some of the students who will shape the future of our profession.

And to my clients, colleagues and everyone who continues to place their trust in me, moments like this are a reminder of why I love what I do.

Proud to be part of a profession that is ultimately about people, not just numbers. 🤍

Because good financial planning isn’t just about building wealth. It’s about building confidence, creating possibilities and helping people make the most of the life they’re working so hard to build.

Here’s to the people we serve, the conversations that matter, and the future of financial planning. ✨

LifeScopeWealth FinancialWellbeing FutureOfFinancialPlanning Melbourne FinancialPlanningAustralia

06/10/2026

THANK YOU to the clients who trust us with their financial goals, their questions, and often some of the biggest decisions in their lives.

Thank you to those who CALL US for “one last opinion” before making an important financial decision. We never take that trust lightly.

Thank you to the clients who INTRODUCE us to their family and friends and say, “You should speak to Sonal.” There is no greater compliment.

And thank you to our referral partners who continue to be ADVOCATES for the work we do and trust us with their clients.

Every conversation, every introduction and every referral means something.

Thank you for choosing to have LifeScope Wealth be part of your journey. 💙

Your future, our focus…. Always 🙏🙏🙏🙏

WealthPlanning YourFutureOurFocus

02/10/2026

⚠️ Important Notice from LifeScope Wealth

We’ve recently become aware of fake accounts impersonating LifeScope Wealth and contacting followers.

Please remember, we will never contact you from an alternative social media account or invite you to join a WhatsApp group.

If you receive a suspicious message:
• Don’t respond
• Don’t click any links
• Don’t share personal or financial information
• Report and block the account
• Contact us directly through our official channels if you’re unsure

Your trust and security matter to us. Please stay vigilant and help us spread the word.

LifeScope Wealth

17/09/2026

For those who are new to my page and just started following me:

Hi, I’m Sonal 👋🏻

Behind LifeScope Wealth is a simple belief: wealth planning should be about your life, not just your numbers.

I work with individuals, families and business owners to bring clarity to the decisions that shape their financial future, from wealth creation and super to retirement, insurance, tax strategies, aged care and intergenerational planning. We provide “ADVICE which is ABOVE THE LINE”.

Because every person has a different “why”.

For me, advice is about listening first, understanding what matters to you, and building a strategy around the life you want to live.

20+ years in financial services.
Advice that puts people first.
A long-term relationship, NOT A TRANSACTION

I’m Sonal, Director, Founder & Principal Adviser at LifeScope Wealth.

Your future, our focus. 🤍

📞 0479 155 444
🌐 lifescopewealth.com.au

WealthCreation RetirementPlanning Superannuation RiskProtection AgedCare WomenAndWealth BusinessOwners IntergenerationalWealth PeopleFirst YourFutureOurFocuS

13/09/2026

⚠️ IMPORTANT: Fake account impersonating LifeScope Wealth Advisory

We’ve become aware that an account using our profile photo and posing as LifeScope Wealth Advisory is contacting people on Instagram and trying to move the conversation to WhatsApp to collect phone numbers.

This is not us. We have not created a second account, and we will never:
🚫 DM you out of the blue asking for your phone number
🚫 Ask you to move to WhatsApp to “continue the conversation”
🚫 Ask for personal, financial or account details over DM or chat
🚫 Offer you an “investment opportunity” via social media messages

If you’ve received a message like this — even if it looked like it came from us — please:
✅ Do not reply with your number or any personal details
✅ Do not click any links sent to you
✅ Block and report the account to Instagram
✅ Screenshot the message if you can, and send it to us so we can report it too

If you’re an existing client and want to double-check anything, contact us the way you always have — 0479 155 444 or [email protected] — or send us a message here and we’ll confirm.

We’ve reported the fake account to Instagram and are treating this seriously. We’ll keep you updated.

Thank you for looking out for us — please share this with anyone else who follows us so they don’t get caught out. 🙏

08/09/2026

💰 THE 3 TAX ENVIRONMENTS YOU NEED TO UNDERSTAND FOR RETIREMENT

Did you know your money can sit in three different tax environments?

1️⃣ Outside Super
Your personal investments, bank accounts and other assets may be subject to tax on investment income and capital gains.

2️⃣ Inside Super
Superannuation can provide a tax effective environment while you build your retirement wealth. How and when you contribute and withdraw can make a difference.

3️⃣ Super in Retirement Phase
Once eligible, moving super into retirement phase can provide significant tax advantages, with investment earnings supporting a retirement income stream potentially being tax free, subject to the applicable rules and limits.

💡 The key is not just how much you have, but where your money sits and when you access it.

At LifeScope Wealth, we look at the bigger picture to help you structure your super, investments and retirement income in a tax effective way aligned with your goals.

Your retirement deserves a strategy, not just a balance.

📞 0479 155 444
📩 Get in touch with LifeScope Wealth to understand how the three tax environments could apply to your retirement strategy.

General information only. This information does not take into account your objectives, financial situation or needs. Consider whether it is appropriate for you and seek professional advice before making financial decisions.

FinancialPlanningAustralia RetirementIncome WealthPlanning

15/08/2026

Honoured to be named among the top 8 advisers in the country as a Finalist for Adviser of the Year – Aged Care at the Australian Wealth Management Awards 2026! 🌟

Walking into a room filled with the nation’s sharpest financial minds is an experience that stays with you. Though the award went to an incredible peer this time, being nominated is a victory in itself, and the real award for us every day is seeing our clients achieve their goals with confidence, clarity, and dignity.

Recognition like this fuels even more power in us, driving us to deliver more and raise the bar higher than ever before. ✨💼
Grateful for our clients who trust us each day with their journey ! 🙌

LIFESCOPE WEALTH ADVISORY-ShePlans Wealth
AustralianWealthManagementAwards Leadership Excellence GalaNight

03/08/2026

A room full of seasoned advisers. A room full of different perspectives. One shared purpose-to keep learning, growing, and raising the standard of advice.

Grateful to have been part of such insightful conversations with industry peers. Every discussion challenges our thinking, broadens our perspective, and reminds us that great advice is built on continuous learning and collaboration.

Our industry is constantly changing, with new legislation, strategies, and opportunities shaping the financial landscape.
The real question is: do you have someone in your corner ensuring those changes are working in your best interests?

If you’re looking for advice that’s tailored to your goals and focused on building a strong financial future, we’d love to help.

📞 0479 155 444

WealthManagement FinancialFreedom

Address

Melbourne, VIC

Website

http://www.lifescopewealth.com.au/

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