We believe
We all only have one precious shot at this life and it is our greatest mission, to see you live yours on purpose - fulfilled and financially free to pursue whatever it is you choose.
Bringing fresh, honest advice, backed with genuine and personalised care. Partner with our extensive experience and we'll be in your corner, walking the journey with you living your best life.
We look forward to sharing the ride with you - contact us today and let's get started...
Tim Wortlehock
Financial Adviser
GradDipFinPlan CFP® LRS®
Areas of Expertise
Insurance
Investments & Savings
Retirement
Superannuation
I work alongside our clients to help them achieve their ideal life. My key areas of expertise are in Superannuation, Personal Insurance and developing Wealth Creation strategies. I am a firm believer in education. My qualifications include a Graduate Diploma of Financial Planning as well as being a Certified Financial Planner® and a Life Risk Specialist® (FPA). I was also awarded the 2007 Paraplanner of the Year for Western Australia (the world has changed a fair bit since then though).
Lyndsay Wortlehock
Practice Manager
Areas of Expertise
After a long career as a senior financial adviser, I now assist Tim with providing support to our clients.
I spend my time providing clients with the administrative (lots of paperwork) and ongoing care as they build and protect their wealth. Having worked with clients for over 30 years, I have a unique understanding of what our clients need and we strive to ensure our clients can live their best life.
