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/

"SMSF record-keeping requirements"
17/07/2026

"SMSF record-keeping requirements"

How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. How self-managed super fund (SMSF) trustees can meet their responsibility to keep accurate tax and super records. Why keep records? Superannuation law requires trustees to keep extensive...

"Make your money last in retirement"
16/07/2026

"Make your money last in retirement"

Here are some ways to help you get the most out of any retirement savings. Do a retirement budget When you retire, some of the things you spend your money on will change. Having a budget will give you a plan – and control – for your retirement spending. If you’re not sure how to ... Read more

The only way to do great work
15/07/2026

The only way to do great work

"Six strategic investment moves for mid-career women"
14/07/2026

"Six strategic investment moves for mid-career women"

As women enter their mid-career years, many begin to earn more and have greater capacity to invest. Making the most of this window can play a crucial role in building long term financial security. The mid-career phase is a critical opportunity for women to get their financial house in order and buil...

Without regular income, retirement
12/07/2026

Without regular income, retirement

"MLC Economic Update with Bob Cunneen – July 2026"
11/07/2026

"MLC Economic Update with Bob Cunneen – July 2026"

Key events in June 2026 Global shares experienced a flat return in June in hedged terms with a mixed performance across countries. There was a touch of caution on Artificial Intelligence (AI) prospects as well as tougher comments from the US central bank on inflation risks and possibly raising inter...

"Superannuation: more relevant than ever"
10/07/2026

"Superannuation: more relevant than ever"

A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective investment structures available. For many investors, it’s not simply that super remains attractive but that the rules continue to change. Understanding these c...

"Almost 3 million workers will get a 4.75% pay rise in July. But wages can’t catch up with inflation"
09/07/2026

"Almost 3 million workers will get a 4.75% pay rise in July. But wages can’t catch up with inflation"

Around 2.8 million of Australia’s lowest-paid workers got a 4.75% pay rise from July 1 this year, after the latest Who benefits from this decision Announcing the wage rises, Justice Adam Hatcher said this was a “particularly challenging” decision, especially due to the “wild card of the Midd...

You can’t hope to make progress
08/07/2026

You can’t hope to make progress

"What’s your risk profile?"
07/07/2026

"What’s your risk profile?"

Understanding your risk profile is one of the most important steps you can take as an investor. It helps shape how your money is invested and whether you’ll feel comfortable staying the course when markets rise and fall. How much risk can you tolerate? Your attitude to risk is one of the most impo...

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