Wealth & Lifestyle Financial Planning Email Formats

Financial Services • Sydney, New South Wales, Australia • 1-10 Employees

Key Contact at Wealth & Lifestyle Financial Planning

Michael Konstas

Managing Director

Company overview

Headquarters	Suite 1A, Level 1, 322 Kingsgrove Road, Kingsgrove, NSW 2208, AU
Phone number	+6165006373995
Website	wealthandlifestyle.com.au
NAICS	52
SIC	874
Keywords	Investment Planning, Estate Planning, Retirement Planning, Business Insurance, Life Insurance, Income Protection Insurance, Trauma Insurance, Managed Funds And Shares, Personal And Corporate Superannuation, Total & Permanent Disability Insurance
Founded	2003
Employees	1-10
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About Wealth & Lifestyle Financial Planning

Wealth and Lifestyle Financial Planning (W&L) was founded by Michael Konstas, with a mission to help families, professionals, and businesses reach their lifestyle goals through sound financial planning. We believe that giving people the tools to achieve financial security and independence allows them to focus on the important things in life: independence, dignity, and community. We're helping families become millionaires, and freeing people to live the lives they deserve. Since we opened our doors in July, 2003, W&L has seen consistently high rates of growth and client satisfaction, and our tight-knit, award-winning team has decades of experience helping investors with every step of the money-managing process. From retirement planning and debt management, to business insurance and budgeting, W&L is poised to be one of Australia's most innovative and effective personal finance firms. Our offices are located in Kingsgrove, North Sydney, and Bella Vista. With you through your life's journey: info@wealthandlifesyle.com.au 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/

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Wealth & Lifestyle Financial Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Wealth & Lifestyle Financial Planning has never raised funding before.

Wealth & Lifestyle Financial Planning Tech Stack

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Frequently asked questions

Wealth & Lifestyle Financial Planning is located in Sydney, New South Wales, AU.

You can reach Wealth & Lifestyle Financial Planning at +6165006373995.

Wealth & Lifestyle Financial Planning was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

Wealth & Lifestyle Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wealth & Lifestyle Financial Planning

Michael Konstas

Managing Director

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