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
CFP®LRS® Adv.Dip.FS(FP)
Areas of Expertise
Insurance
Investments
Retirement
Savings
Superannuation
I work alongside my clients to help them build and protect their wealth. 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 an Advanced Diploma in Financial Services (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.
Lyndsay Wortlehock
CFP®DipFP
Areas of Expertise
Investments
Retirement
Self Managed Super Fund
Superannuation
I help clients to build and protect their wealth and my key areas of expertise are in Superannuation, Self Managed Superannuation Funds (SMSF) and Wealth Creation. I’m a strong believer in the importance of education. My qualifications include a Diploma of Financial Planning as well the Certified Financial Planner¨ designation from the Financial Planning Association of Australia (FPA).
