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Live your best life today, while knowing tomorrow is taken care of!

Financial advice to help you manage, grow and protect your wealth.

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Advice that makes a difference.

Having the right Financial Product is important, but a good Financial Plan goes well beyond the name on a Statement. The true value of good advice comes by knowing why you have the products you have and how they fit into your long term plan. It’s about knowing where you might be in 5, 10, 20 years and beyond. It’s about illustrating the impact of your decisions and providing clarity on a path to achieving your goals. A good Financial Plan is peace of mind.

Start your Plan today!

Stress less. Take Control. Plan Ahead.

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How we can help

At Wealth in Mind Financial & Lifestyle Planning , our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

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GET STARTED AND SET YOUR FAMILY UP FOR SUCCESS
You want to buy your dream home, expand your family and grow your wealth.
build-wealth-help
BUILD WEALTH AND PURSUE YOUR GOALS
It’s time to pay down debt, protect your wealth and grow your assets.
prepare-retirement
PREPARE FOR RETIREMENT AND BEYOND
You want to be confident that you will have enough money to enjoy life after work.
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MAKE THE MOST OF RETIREMENT
You would like to leave a legacy for your kids and ensure you don’t run out of money.

We make the complex simple.

Your local financial partners

For many people taking that significant next step in life is only limited by context and clarity. At Wealth in Mind our goal is to empower our clients helping simplify the big decisions in life.

By taking the time to understand what’s important to you, combined with our deep knowledge and the right tools we can provide a foundation of facts and figures to guide your decision making.

With clarity comes confidence, and with confidence comes peace of mind.

Plan your best life today!

Kind words from our clients

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Samantha Doe
Samantha DoeCEO, Test Corp
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Sally Tester
Sally TesterManager, ACME corp
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John Doe
John DoeCEO, Test Corp
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Cherisse SamplerManager, ACME corp
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Get in touch

Contact
08 8186 6999
Address

3a, 279-285 Main South Road
MORPHETT VALE SA 5162
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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Wealth in Mind (SA) Pty Ltd ABN 85 669 189 477, trading as Wealth in Mind is a Corporate Authorised Representative (No 1305245) of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL No 449221 www.centrepointalliance.com.au/aw

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth not its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

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Lachlan Semmens

Financial Planner (Strategic Advice Specialist)

With over 18 years’ experience in the Finance Industry Lachlan has built vast knowledge in all areas of Financial Planning, including Superannuation, Wealth Accumulation and Protection and Retirement Planning.

“My love of Financial Planning stems from having seen the great value and peace of mind that quality  advice can add to a person’s life. I thoroughly enjoy helping clients gain a greater understanding of their financial position empowering them to make confident financial decisions. A good engagement with a Financial Planner should see you relaxed and making the most of today while knowing tomorrow is taken care of. This is our goal for every client” 

Professional qualifications

Advanced Diploma of Financial Services (Financial Planning)

Tim Haselum

Financial Planner (Wealth Enhancement Specialist )

With over 15 years’ experience in Financial Services and Markets Tim has built a wealth of knowledge he can share with you on your own wealth creation journey. Tim understands wealth creation is not a one size fits all approach and the best thing to do is have a solid customised plan that can handle whatever life (and the Markets) might throw at you.

When building personal wealth, the most common fears I hear are:

“I don’t have the time”
“I’m not sure how to start”
“Is now the right time to invest”

In my experience life will always be busy, and when faced with today’s media there will rarely seem like a “right time” to invest. What’s important to remember is that time is your friend and every year that passes is an opportunity missed. My passion is to provide education and advice to my clients so they can confidently start to harness the incredible power of compounding.”

Professional qualifications

Bachelor of Economics
Bachelor of Finance (International)
Advanced Diploma of Financial Planning

Belinda Burgess

Client Services

With comprehensive industry experience Belinda has all the skills necessary to implement and administer your Financial Plan.  With a friendly approach and a preparedness to always go above and beyond Belinda is a tremendous asset to the Wealth in Mind team.

Jane Brown

Head Accountant

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