Your Life Umbrella

Your Life Umbrella We help you make the most of your finances. Whatever stage of life you’re in. Based in Sydney's Inner West covering all Sydney.

We specialise in:

- Life Insurance Advice
- Superannuation Advice
- Investment Advice

Financial Services business located in Inner West Sydney servicing Australia wide. We do this by considering your circumstances, helping you to set goals, and developing a financial plan to get you there. We can even do the leg work for you, giving you have more time to enjoy life. At Your Life Umbrella, we ha

ve the expertise, the experience and the resources to help you get wealth, grow it and keep it safe. Just as importantly, we can help you enjoy it. Because real wealth is about making the most of what you’ve got whatever stage of life you’re in. We know financial advice is as much about lifestyle and relationships, as money – that’s why we pride ourselves on providing long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years. Since we opened in 2016, Your Life Umbrella has become one of Sydney's leading providers of advice. We are part of RI Advice Group, formerly RetireInvest, one of Australia's largest and longest-established financial advisory groups. Your Life Umbrella Pty Ltd and its advisers are Authorised Representatives of RI Advice Group PtyLtd, ABN 23 001 774 125 AFSL 238429. The information & advertising (including taxation) in and conducted by this business page does not consider your personal
circumstances and is of a general nature only - unless otherwise stated. You should not action the information provided without first obtaining professional advice specific to your
circumstances.

Making decisions about aged care can be overwhelming, especially when the family home and affordability are involved. Ou...
16/07/2026

Making decisions about aged care can be overwhelming, especially when the family home and affordability are involved. Our experienced team is here to guide you through your options and help you find the best care solution for your loved one. Reach out today for peace of mind.

Ready to retire on your own terms? It’s time to look at your superannuation.Procrastinating on your retirement planning ...
09/07/2026

Ready to retire on your own terms? It’s time to look at your superannuation.

Procrastinating on your retirement planning now can cost you your dream lifestyle later. The most effective way to secure your future financial freedom is by taking control of your superannuation today. ✨

Your Life Umbrella can help you build a clear and robust strategy to ensure you achieve the retirement you deserve.

Invest in your future self. Let's start building your strategy. 🙌

What would happen to your family if the unexpected happened tomorrow? It's not an easy question, but it's an important o...
02/07/2026

What would happen to your family if the unexpected happened tomorrow?

It's not an easy question, but it's an important one. Life insurance ensures your family can stay in their home, keep up with school fees, and maintain their lifestyle, even when life throws its biggest curveball.

At Your Life Umbrella, we work with families across Sydney to create tailored life insurance strategies that protect what matters most. No cookie-cutter solutions. Just genuine advice that fits your life.

Because your family deserves more than hope, they deserve certainty.

👉 Let's build your family's safety net together.

☂️ Financial planning isn't about ticking boxes—it's about understanding you.At Your Life Umbrella, we take the time to ...
24/06/2026

☂️ Financial planning isn't about ticking boxes—it's about understanding you.

At Your Life Umbrella, we take the time to listen. Your goals, your dreams, your priorities. Then we craft a strategy that's built around your life, not someone else's template.

Whether it's life insurance, SMSFs, or retirement planning, we're here to guide you through every season with personalised advice that truly fits.

Let's create a plan that's as individual as your journey. ✨

Your golden years deserve more than hope; they deserve a plan. 🌟Retirement isn't just a finish line; it's a new chapter ...
18/06/2026

Your golden years deserve more than hope; they deserve a plan. 🌟

Retirement isn't just a finish line; it's a new chapter that requires thoughtful preparation. Whether you envision travelling the world, enjoying time with loved ones, or embracing true financial freedom, the key is aligning your resources with your dreams.

At Your Life Umbrella, we specialise in crafting retirement strategies tailored to your unique vision. We look at the complete picture—your superannuation, investments, and assets—to ensure everything works together to support the lifestyle you've worked hard to achieve.

Don't leave tomorrow to chance. Let's create a roadmap that gives you clarity and confidence for the future you deserve. ☂️

📞 Get in touch today to start planning.

☂️ Thinking about an SMSF? Here's what you need to know.A Self-Managed Super Fund gives you complete control over your r...
10/06/2026

☂️ Thinking about an SMSF? Here's what you need to know.

A Self-Managed Super Fund gives you complete control over your retirement investments. You decide where your money goes, whether it's property, shares, or other assets that match your vision for the future.

But control also means responsibility. Compliance requirements and strategic planning are essential to making your SMSF work effectively.

At Your Life Umbrella, we take the complexity out of SMSFs. We'll guide you through setup, compliance, and investment strategy, so you can focus on building the retirement you deserve.

Ready to explore if an SMSF is right for you? Let's talk. 💬

The best time to protect your family was yesterday. The second best time is today. ☂️Life insurance isn't about planning...
03/06/2026

The best time to protect your family was yesterday. The second best time is today. ☂️

Life insurance isn't about planning for the worst, it's about ensuring the people you love are looked after, no matter what life brings.

We take the time to understand your unique situation and tailor cover that truly protects what matters most.

💬 Let's have a conversation about your family's future. Send us a message today.

Aged care planning doesn't have to feel overwhelming. ☂️When it comes to financing aged care for someone you love, the f...
28/05/2026

Aged care planning doesn't have to feel overwhelming. ☂️

When it comes to financing aged care for someone you love, the family home doesn't always have to be sold. There are options—and we're here to help you understand them.

At Your Life Umbrella, our experienced team takes the time to walk you through the complexities, so you can make informed decisions with confidence and clarity.

Let us help you find the best care solution while protecting what matters most.

👉 Reach out today for support and peace of mind.

☂️ Life is full of seasons—some sunny, some stormy.At Your Life Umbrella, we're here to help you prepare for all of them...
21/05/2026

☂️ Life is full of seasons—some sunny, some stormy.

At Your Life Umbrella, we're here to help you prepare for all of them. Whether it's protecting your family with life insurance, growing your wealth through smart super strategies, or planning a retirement you can truly enjoy, we build comprehensive plans that cover every angle.

Because real peace of mind comes from knowing you're prepared—no matter what life brings.

👉 Let's start building your financial umbrella today.

Your business is your livelihood. Your passion. Your legacy. But what happens if you're no longer there to run it? 💙For ...
14/05/2026

Your business is your livelihood. Your passion. Your legacy. But what happens if you're no longer there to run it? 💙

For small business owners, life insurance isn't just personal protection—it's business protection. It can help cover outstanding loans, support your team during transition, and ensure your family isn't left with financial stress.

At Your Life Umbrella, we work with business owners to create tailored coverage that protects what you've worked so hard to build, because your business deserves the same care and planning as your retirement.

☂️ Ready to protect your business? Let's talk.

Address

Mascot, NSW
2020

Opening Hours

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

Telephone

+61410888838

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