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

Wealth & Lifestyle

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Kingsgrove, NSW
Wealth & Lifestyle

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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 you 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/

03/11/2026

A comfort zone is a beautiful place

03/11/2026

"Should you change your investment strategy because of the CGT changes?"

The capital gains tax (CGT) reforms have sparked debate about whether investors should favour income-producing investments over those focused on growth, in an effort to reduce their tax bill. But a lower tax bill doesn’t necessarily lead to a better investment outcome. New modelling of the reforms...

01/11/2026

Aussies predict they’ll need $1.1 mil to retire

30/10/2026

"Generation Mortgage: Why younger Australians face a very different retirement"

A very different retirement awaits For generations of Australians, owning the family home outright by retirement was almost taken for granted. Source: Vanguard’s How Australia Retires Report 2026 (page 23). It doesn’t need to be complicated A retirement plan doesn’t necessarily need to be comp...

29/10/2026

"Financial literacy in Australia: Where we’re improving (and falling behind)"

How well do we understand our money? Most of us make financial decisions almost every day. We decide whether to save or spend, how much of the mortgage to pay down, where to invest and, eventually, how to turn decades of savings into an income that can support us through retirement. But how well do....

27/10/2026

Do not let what you cannot do interfere

27/10/2026

"How to dispose of shares"

How to dispose of shares You can dispose of your shares in the following ways: selling them giving them away (gifting shares) transferring them to a spouse as the result of a breakdown in your marriage or relationship through share buy-backs through mergers, takeovers and demergers because the compa...

25/10/2026

Small changes, SUPER results

22/10/2026

Happiness is not something ready-made

20/10/2026

"What is a managed fund"

A managed fund lets you hand investment decisions to a fund manager. How a managed fund works In a managed fund, money from many investors is pooled and invested to match the fund’s investment strategy. The strategies can range from lower-risk cash funds to higher-risk share and property funds. A ...

Address

Suite 1A, Level 1322 Kingsgrove Road
Kingsgrove, NSW
2208

Opening Hours

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

Website

http://www.wealthandlifestyle.com.au/

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