Schedule a Call

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

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

Schedule a Call

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.

Schedule a Call

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.

nathan-dumlao-4_mJ1TbMK8A-unsplash
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.
enjoy-retirement2
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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Samantha Doe
Samantha DoeCEO, Test Corp
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Sally Tester
Sally TesterManager, ACME corp
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
John Doe
John DoeCEO, Test Corp
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Cherisse Sampler
Cherisse SamplerManager, ACME corp

Insights

Market movements & review video - May 2022

Market movements & review video - May 2022

Stay up to date with what’s happened in Australian markets over the past month. The economic event that overshadowed all…
The road ahead for shares

The road ahead for shares

Trying to time investment markets is difficult if not impossible at the best of times, let alone now. The war…
Scams to beware (and be aware) of

Scams to beware (and be aware) of

There is a saying ‘a fool and his money are often parted’ but with scammers becoming ever more devious and…
Budgeting for success in 4 easy steps

Budgeting for success in 4 easy steps

With all eyes on the Federal Budget and balancing the nation’s books, it’s a good time to review your personal…
View all

View our latest newsletter and register to receive the latest financial and lifestyle articles.

View Newsletter
Register Now

Get in touch

Contact
08 7094 4825
Address

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

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
Facebook-f Instagram Twitter Linkedin-in

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.

Copyright Wealth in Mind Financial & Lifestyle Planning
Wordpress website by Advant

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam pharetra aliquet ligula in volutpat. Aenean laoreet leo massa, non laoreet ante imperdiet ut.

Aliquam imperdiet pellentesque eleifend. Proin feugiat nulla eget nunc dapibus, at aliquet dui interdum. Cras porttitor ultrices volutpat. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.

Morbi eu est velit. Sed pulvinar mi ac congue euismod. Aliquam erat volutpat. Aliquam et cursus dui, ut mollis tortor. Donec eget eros eget nunc accumsan congue sed in orci. Vivamus quam nunc, egestas non dapibus non, aliquet vitae dui. Maecenas elit nibh, consectetur id ipsum quis, convallis euismod nisl. Sed sem magna, semper vitae felis et, fermentum euismod justo. Sed tristique mauris lorem, id auctor nisi tincidunt eget.

Facebook-f Twitter Linkedin-in

Sample Someone

Director

Aliquam sed risus metus. Donec ultrices, nunc sed bibendum aliquam, arcu dui vehicula nibh, in dignissim metus libero in elit. Morbi id odio vitae augue porta viverra ac sit amet odio. Pellentesque convallis orci ac placerat dignissim. Vestibulum pretium enim at rutrum cursus. Aliquam varius lacus risus, nec ullamcorper lorem gravida aliquet. 

Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Vivamus eget nulla rutrum, euismod tortor ac, pulvinar lectus. Duis condimentum mi eget viverra feugiat.