Empowering people to make educated financial decisions. Wealth Portal

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Wealth Portal

Empowering people to make educated financial decisions.

With quality advice, Life Assets helps you plan towards your financial goals, for all stages of life.

Our Brisbane-based team provide expert advice on:

  • Aged care
  • Tax management
  • Retirement planning
  • Centrelink strategies
  • Estate planning
  • Insurance
  • Wealth creation strategies
  • Wealth creation
  • Investing
  • Property investment
  • Mortgages
  • Superannuation
  • Self managed super funds
  • SMSF

Call (07) 3252 9990 now for more information and to book your consultation.

Advice to Help You at All Life Stages

Whether you're starting your career and building assets or enjoying your retirement, our team have the expertise to provide you with quality financial advice for all stages of life.

Needing Life Assets

Starting Out
  • Education
  • Cashflow Management
  • Savings Plan
  • Life and TPD Insurance
  • Trauma Insurance
  • Income Protection
  • Tax Planning
  • Estate Plannning
Find out More

Creating Life Assets

Wealth Building
  • Cashflow
  • Debt Management
  • Investment Planning
  • Superannuation
  • Life and TPD Insurance
  • Trauma Insurance
  • Income Protection
  • Tax Planning
  • Salary Packaging
  • Estate Planning
Find out More

Maintaining Life Assets

  • Debt Management
  • Investment Planning
  • Life and TPD Insurance
  • Trauma Insurance
  • Tax Planning
  • Retirement Transition
  • Salary Packaging
  • Estate Planning
Find out More

Enjoying Life Assets

  • Income Streams
  • Life and TPD Insurance
  • Estate Planning
  • Centrelink Advice
Find out More
Brisbane CBD river.

Expert Advisors Based in Brisbane

Advisors at Life Assets are highly trained professionals who have specialised in providing personally tailored financial and lifestyle advice for decades. We provide access to the very best advisors, research and financial tools. You benefit through our experience from working with many people just like you. We:

  • Are Australian owned and operated, based in Brisbane QLD.
  • Are 100% privately owned. We put your interests first.
  • Ensure we understand your values & objectives then set in place proven strategies to achieve your objectives.
  • Deliver quality financial outcomes for you, your family and your business.
  • Keep you on track towards your goals.
  • Provide peace of mind, worry free financial advice and strategies.
  • Develop long term, mutually beneficial relationships.
Find out about Our Team View Testimonials

Client Resources

Our website includes a range of financial tools that are here for you to use at your leisure. If you have any questions from the results of these tools, please contact us.

General Calculators Financial Tools

Contact Us Now

Get in touch with us now for comprehensive financial advice tailored to suit your situation.

  • Phone:
    (07) 3252 9990
  • Fax:
    (07) 3252 9695
  • Email:
  • Street Address:
    Level 19, 344 Queen Street, Brisbane QLD 4000
  • Postal Address:
    GPO Box 408, Brisbane QLD 4001
  • View opening hours and send your enquiry ›