About Us

Aussie Wealthy Life is a boutique financial planning firm.

Put simply, we love what we do.

We provide a full range of financial planning and taxation  to all of our clients. Through our licencing arrangement with MASU Financial Management Pty Ltd, we enjoy a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation, estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

Our team operate with the highest level of professionalism and personability to ensure that we craft practical solutions to all of your financial challenges. We are committed to continuous improvement, and spend several hours each week maintaining and extending our knowledge base so that you can be sure that our advice is relevant, timely and of the highest quality.

We provide our clients with access to a wide range of highly trained and qualified staff. In this way, we ensure that each client optimises their financial position as efficiently and effectively as possible

We continuously and proactively look for ways to improve your wealth, financial health and retirement planning. Your well-being is our core focus, and everything stems from our insistence that your interests be pre-eminent in our advice.

Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.



Director and Financial Planner