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Empowering Your Wealth Journey

At Life Beyond Numbers, we specialize in innovative wealth strategies tailored for high-income professionals. Our comprehensive approach ensures you achieve financial freedom while maximizing your investments.

Our Wealth Management Services

Proactive Tax Planning

Maximize your income with our expert tax planning services, ensuring you legally minimize taxes while complying with all regulations.

SMSF Setup and Administration

Take control of your superannuation with our SMSF services designed to help you build wealth through strategic investments.

Property Investment Strategy

Build a robust portfolio with our tailored property investment strategies, specifically designed for high-income earners in Melbourne.

Comprehensive Mortgage Broking

Leverage our mortgage broking expertise to find the best financing options tailored to your unique property investment needs.

Life Insurance Advisory

Secure your future with our personalized life insurance advice, ensuring your family's well-being and financial stability.

Wealth Creation Education

Empower yourself with knowledge through our educational resources, simplifying complex financial concepts for confident decision-making.

Our Pricing Structure

Initial Consultation
Get started with a thorough assessment of your financial situation and goals.
$200
Annual Tax Planning Package
Comprehensive tax planning to optimize your tax position throughout the year.
$1,500
SMSF Setup Service
Complete setup of your Self-Managed Super Fund by our certified experts.
$1,200
Property Investment Strategy Session
Personalized session to create an actionable property investment plan.
$800
Mortgage Broking Service
Total support in securing the best mortgage terms tailored for your investments.
$1,000
Ongoing Wealth Advisory
Monthly advisory sessions to review and adapt your investment and tax strategies.
$300/month