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/

"How to dispose of shares"
27/10/2026

"How to dispose of shares"

How to dispose of shares You can dispose of your shares in the following ways: selling them giving them away (gifting shares) transferring them to a spouse as the result of a breakdown in your marriage or relationship through share buy-backs through mergers, takeovers and demergers because the compa...

Small changes, SUPER results
25/10/2026

Small changes, SUPER results

Happiness is not something ready-made
22/10/2026

Happiness is not something ready-made

"What is a managed fund"
20/10/2026

"What is a managed fund"

A managed fund lets you hand investment decisions to a fund manager. How a managed fund works In a managed fund, money from many investors is pooled and invested to match the fund’s investment strategy. The strategies can range from lower-risk cash funds to higher-risk share and property funds. A ...

"Defined benefit super explained"
20/10/2026

"Defined benefit super explained"

Learn how defined benefit super works and what it could mean for retirement. What is defined benefit super? Defined benefit super is a type of super account that works differently from most other super accounts. Most defined benefit super accounts were set up by an employer. The employer’s rules h...

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...

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

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

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