Wealth in Mind Financial & Lifestyle Planning offers comprehensive financial advice to help individuals manage, grow, and protect their wealth. Beyond simply recommending financial products, the business focuses on creating personalized financial plans that align with clients’ long-term goals and aspirations. By providing clarity on the impact of financial decisions and illustrating a path to achieving financial objectives, Wealth in Mind aims to offer peace of mind and empower clients to make informed choices about their money.
With a team of experienced professionals led by Lachlan Semmens, Wealth in Mind caters to clients at various stages of their financial journey, whether they are just starting out, building wealth, preparing for retirement, or enjoying life post-work. Services include tailored financial strategies, superannuation advice, insurance solutions, effective debt management, retirement planning, and investment guidance across different asset classes. The business emphasizes the importance of financial modeling to help clients answer critical “what if” questions and make confident decisions about their financial future.
Founded on the belief that financial planning should simplify life’s big decisions, Wealth in Mind strives to empower clients by combining deep industry knowledge with personalized tools and strategies. By understanding each client’s unique priorities and leveraging their expertise, the team at Wealth in Mind aims to provide a foundation of facts and figures that guide decision-making, instilling confidence and ultimately leading to peace of mind. Start planning your best life today with Wealth in Mind Financial & Lifestyle Planning.