Designing Future Lifestyles


Welcome to Park Lane Wealth. We specialise in the creation of financial strategies and roadmaps that enable you to live the lifestyle you want; now and in the future.

WEALTH CREATION
01/03
02/03
WEALTH PROTECTION
03/03
WEALTH STRATEGY

Park Lane Wealth

The dream isn’t always clear cut, and the road to get there even less so. But the greatest feeling is getting closer to knowing your path, to make confident choices towards a lifestyle you really want to live.

We exist to create roadmaps and strategies to help you design that ideal lifestyle and maintain it, for you and your family and with reality, humility and positivity at heart.

We’re for now, not down the track and no matter who you are, there’s value in being a little more determined in thinking about your future.

Approach

Our clients are unique as is their financial position and lifestyle desires, but they share common characteristics; they are passionate, motivated, and ambitious to create a life they will love.

A robust financial strategy is the foundation to your ideal lifestyle, so we start by gaining a deep understanding of your entire circumstances and uncover your values, what is really important to you and what you truly want out of life.

We work with you to set achievable and well-defined goals, we identify risks, hurdles and opportunities and create a unique strategic roadmap that will guide you through your lifestyle design and wealth creation journey. Importantly, we help keep you accountable into the future.

We give you the specific tools to successfully navigate your path, presented across 6 pillars of financial success, and we help you implement them. When life inevitably evolves and changes, we are there to help you pivot and adjust the roadmap to ensure you remain steadfast on building and maintaining your ideal lifestyle.

6 Pillars of Financial Success

Income Strategy

Investment Strategy

Debt Strategy

Risk Strategy

Retirement Strategy

Wealth Transfer Strategy

Life Milestones

See how we can assist with key life milestones and financial events below:

Buy a house or investment property

Children leave home

Children's education costs

Mortgage paid off

Receive a pay increase

Receive an inheritance

Retirement

Save for a deposit

Start a business

Start a family

Advice Team

What our happy clients say about us

"I have had the pleasure of dealing with Paul for many years and have found his knowledge of the industry and advice towards my circumstances outstanding. I rest easy knowing my financial affairs are administered by Paul and would have no hesitation in recommending him to anyone seeking quality financial advice".
Sam
"Paul has a good understanding of my needs and matches investments to my risk profile. We have robust and balanced discussions before entering into any investment. "
Joe
"Fiona has given me help and advice on my retirement planning involving Super and Government obligations. Both my wife and I, after the meeting, made the decision to switch our Super from our existing financial planner to Fiona. During this process, I felt very comfortable with her assistant whom I found to be very knowledgeable. During this set up time and having to deal with the Covid protocol, they were always available when needed. I am very happy with the decision we made".
Jerry
"Without their advice and guidance, now, and years ago, my existence would be quite different. In a strange way I’ve trusted him with my life".
Brian
Business Owner
"You want this team in your corner when your life and health meander off course unexpectedly".
Traci
Professional

Design your future lifestyle.
Contact us for a free consultation.