Financial Advisor Central Coast

Grow and Protect Your Wealth and Investments.

Whether you’re planning for retirement or want to maximise your wealth and investments, we help you make the right decisions with tailored financial planning strategies designed to put you in control of your financial future.

A wealthy couple discussing strategies with their Central Coast financial advisor

Make Informed Decisions for Your Financial Future.

Unsure about how to make the best decisions for your financial future?

For business owners, there can be added pressure to manage not only personal finances but also the financial well-being of their business. The business’s risks and responsibilities can make it difficult to focus on long-term financial and personal goals. Additionally, concerns around tax compliance, cash flow, and debt management can add to the stress of financial planning.

Individuals face their own challenges when it comes to growing and protecting their wealth. With so many investment options available, it can be hard to know where to start. The fear of losing money can prevent some individuals from taking the necessary risks to achieve their financial goals. And when it comes to protecting their wealth, the complexity of insurance and estate planning can be overwhelming. That’s where Lift Wealth comes in.

Develop a Successful Wealth Creation and Retirement Strategy.

Lift Wealth are financial planners in Umina Beach servicing businesses and individuals across the NSW Central Coast. We believe every client is unique and requires a bespoke financial plan tailored to their needs. Our experienced financial planning team will work with you to create a comprehensive financial strategy that considers your current financial situation, future goals, and risk tolerance. We can help you achieve more, whether starting your wealth journey or planning for retirement.

We also have a dedicated home loan team to assist you with your property financing needs. Our partnership with Hunter Financial means you can access a full range of financial services under one roof. Let us help you take control of your financial future today.

Tailored Financial Planning Solutions to Help You Grow and Protect Your Wealth.

Wealth Accumulation

Achieve your financial goals and maximise your wealth. Our team work closely with you to understand your unique circumstances and develop a personalised strategy tailored to your needs. Whether you want to grow your investments, save for retirement, or build a solid financial foundation, we have the expertise and tools to help you succeed.

Wealth Protection

Protecting your wealth is just as important as accumulating it. Safeguard your assets and ensure your financial security with the help of our team of skilled professionals. We work closely with you to identify potential risks and develop a mitigation plan, whether through insurance policies, estate planning, or other protective measures.

Superannuation Strategies

We work with you to understand your retirement goals and develop a personalised strategy to ensure you feel confident that you are on track to achieving a comfortable and secure retirement. We will help you navigate the complex world of superannuation, including selecting the right fund, managing contributions, and optimising tax benefits.

Retirement Planning

Whether you’re approaching retirement or it’s still years away, it’s never too early to start planning for retirement. We offer various retirement planning services, including transition to retirement strategies, boosting your super, and retirement income streams such as account-based pensions and annuities. Discover how we can help you achieve your ultimate retirement lifestyle.

Self Managed Super Funds

We guide you through the SMSF process, from education to establishment and ongoing assistance. Taking control of your super can be attractive, but contribution strategies, pension planning, and investment structuring are crucial. We provide the personalised advice you need to ensure you’re on track with your SMSF.

Estate Planning

We understand the importance of a comprehensive plan to reduce the burden on family businesses and the people behind them when someone passes away. Estate Planning also involves planning for the loss of capacity and ensuring your business can operate with or without you. Our expert guidance ensures that your hard-earned wealth is dealt with according to your wishes, giving you peace of mind.

Home and Business Lending

Finding the right loan for your business or personal needs can be daunting, especially with all the options available. We offer various lending options, including residential, investment, commercial, asset lending, personal loans, construction loans, and insurance. Our team of experts is here to help you find the best option.

Start Planning Your Financial Future.

Contact Lift Accounting and Advisory today and be empowered to reach new heights of success in your business and personal life.

Get in touch.

Authorised Representative of Count.

Lift Wealth Pty Ltd is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count Financial”). Count Wealth Accountants® is a trading name of Count Financial. Count Financial is 85% owned by Count Limited ABN 111 26 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial.

Taxation, accounting and all other non-financial planning services listed do not fall under the Count Financial Limited AFSL.

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