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.

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.

Ready to take control of your financial future? 🏡Your super is one of your biggest assets. Making sure it's working as h...
07/05/2026

Ready to take control of your financial future? 🏡

Your super is one of your biggest assets. Making sure it's working as hard as you do is key to achieving your long-term goals.

At Your Life Umbrella, we specialise in self-managed super funds (SMSF), helping you navigate everything from investment strategies to compliance with confidence. We're here to make sure your SMSF aligns perfectly with your vision for the future.

Curious about the possibilities an SMSF could unlock for you? Drop us a message or visit our website to learn more! Let's build a secure future, together.

Life is a journey, and your finances are the road map. 🗺️Financial milestones like buying a home, saving for retirement,...
30/04/2026

Life is a journey, and your finances are the road map. 🗺️

Financial milestones like buying a home, saving for retirement, or protecting your family help you build a secure future and reduce stress along the way.

A flexible financial plan tailored to each stage of your life can keep you on track and give you confidence for what's ahead.

Ready to see how you can prepare for every age and stage? Follow the link in the comments to learn more.

On ANZAC Day, we honour the Australian and New Zealand soldiers who bravely fought at Gallipoli over a century ago. We r...
24/04/2026

On ANZAC Day, we honour the Australian and New Zealand soldiers who bravely fought at Gallipoli over a century ago. We remember their courage, their sacrifice, and their enduring legacy. Lest we forget.

☂️ At Your Life Umbrella, we know that financial planning isn't one-size-fits-all. That’s why we take the time to unders...
23/04/2026

☂️ At Your Life Umbrella, we know that financial planning isn't one-size-fits-all. That’s why we take the time to understand what truly matters to you—your goals, your lifestyle, and your priorities.

We then craft a unique strategy to protect and grow your wealth through every season of life. Whether it's navigating SMSFs or securing life insurance, we're here to guide you every step of the way.

Let's build a financial plan that's as unique as you are. ✨

Financial setbacks can be stressful, whether due to redundancy, reduced work hours, or illness. If you're looking for wa...
16/04/2026

Financial setbacks can be stressful, whether due to redundancy, reduced work hours, or illness. If you're looking for ways to get your finances back on track and regain your confidence, this article is for you. We explore a range of tools and strategies to help you regain stability.

Find the link in the comments below. 👇

Thinking about a self-managed super fund? Here's what you need to know. 💡An SMSF can offer greater control and flexibili...
09/04/2026

Thinking about a self-managed super fund? Here's what you need to know. 💡

An SMSF can offer greater control and flexibility over your retirement savings—but it's not a decision to take lightly. From investment choices to compliance obligations, managing your own super fund requires careful planning and expert guidance.

At Your Life Umbrella, we help you navigate the world of SMSFs with confidence:
✅ Tailored investment strategies that align with your goals
✅ Ongoing compliance and regulatory support
✅ Clear advice on whether an SMSF is right for you
✅ Maximising your super's growth potential

Your retirement deserves more than guesswork. Let's build a strategy that puts you in control.

👉 Ready to explore your SMSF options? Let's talk.

Wishing you a very Happy Easter from the team at Your Life Umbrella. 🐰
05/04/2026

Wishing you a very Happy Easter from the team at Your Life Umbrella. 🐰

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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