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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

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!

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.
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BUILD WEALTH AND PURSUE YOUR GOALS
It’s time to pay down debt, protect your wealth and grow your assets.
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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.

Kind words from our clients

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Samantha DoeCEO, Test Corp
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John DoeCEO, Test Corp
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Lachlan Semmens

Financial Planner (Strategic Advice Specialist)

With over 20 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)

Bill Manning

Senior Paraplanner

With strong technical knowledge and over 20 years’ experience in the Financial Services Industry Bill’s skill set is invaluable when preparing Strategic Advice. Together Bill and Lachlan ensure a considered and personalized plan is put together for each unique client situation.

Professional qualifications

  • Advanced Diploma of Financial Services (Financial Planning)
  • Bachelor of Accounting
  • CPA

Belinda Burgess

Advice Implementation Specialist

Backed up with comprehensive industry experience, Belinda has all the skills necessary to help project manage your Financial Plan into place.  With a friendly approach and a passion for her work, Belinda handles everything from complex documentation to coordinating with financial institutions so you don’t have to. With preparedness to always go above and beyond Belinda is a tremendous asset to the Wealth in Mind team and the clients she serves.

Candice Semmens

Client Service / Operations Support

Candice is an integral part of the daily operations at Wealth in Mind, ensuring that the behind-the-scenes complexity of our service translates into a seamless experience for our clients.

Known for her proactive approach and warm personality, Candice prides herself on being a reliable bridge between our advisors and the families we serve.

Jane Brown

Head Accountant

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