About Us

Wealthlife is a Brisbane based Financial Planning firm who offer a wide range of financial services aimed at providing our clients the means to secure their financial future and protect what is most important to them, no matter what stage of their financial life they are in.

It is our vision to provide our clients with a holistic approach to their financial affairs so that they have one Financial Advisory firm, working in sync in all areas of their financial life which we believe will ultimately achieve the most optimal result for them.

Our Commitment

At Wealthlife we believe in supporting our clients with all financial decisions through every stage of their financial life.

Our clients value the highly personalised, long term relationships that we build with them, based on our high level of expertise and assistance with all facets of their financial affairs.

We believe in assisting clients by taking a proactive approach and constantly looking forward to the future, and considering what they’d like to achieve, generating wealth, minimising tax and mitigating risks.

 

It is our philosophy that this is best achieved by dealing with one organisation which has the expertise and resources to advise on all aspects of the clients financial life to ensure the client receives the highest level of service and achieves the best possible outcome for their situation.

We make it our business to provide such a service and to offer our clients the tools necessary to secure their financial future as we understand that you and your family’s financial security is the most valuable service we can provide you.

At Wealthlife you can be confident that you are dealing with people that care.

Meet Our Team

Passionate, dedicated and friendly. The team at Wealthlife take great pride in delivering exceptional, value driven advice to our clients with the highest level of service. Led by our highly qualified and experienced Financial Advisors and Directors, they provide the link between our teams commitment and service to you.

Simon Gagliardi

Simon Gagliardi is Wealthlife’s head of Financial Advisory and has been providing investment advice and financial planning services to clients since 2001. He joined Wealthlife in 2014 becoming a partner in 2018.
Financial Services Guide

George Kallinicos

George Kallinicos is a Financial Advisor, CPA and Tax Specialist and founding partner of Wealthlife. He has been providing accounting, business and financial advice since 2003.
Financial Services Guide

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