Skip to main content

Wealth With Purpose

WP_Primary_Logo
LOGIN
SEE YOUR OPTIONS
MEMBER LOGIN
JOIN NOW
LOGIN
SEE YOUR OPTIONS

Financial Planning (Backup Jim Reyes)

RETIRE WELL.

Build. Enjoy. Give.
Let's Talk

WILL YOU HAVE ENOUGH?

The truth is most people don’t know what they need or are very unrealistic. In fact, roughly 80% of people don’t have adequate funds to meet their retirement needs. Many are forced into drastically reduce lifestyles in retirement and struggle to live the generous life that God calls us to.

It doesn’t have to be this way.

Let's Talk

FINISH STRONG

Retirement should be purpose-driven, doing what you love with whom you love.
A sound financial plan will help you:

  • Build a Growing Income Stream
  • Support your kids and grandkids
  • Free you up to spend time with family
  • Focus on health & well-being
  • Leave a Legacy
  • Continue to fulfil your calling
  • Have a high quality of life
  • Control over your future

BE RETIREMENT READY

alex-bio.jpg
We’ll help you plan and structure your finances to become financially healthy, live well and be able to live generously. As a faith-based financial planning firm, we understand your Christian values and will help you to ensure your finances are aligned with God’s word as well as maximizing contemporary financial planning strategies. -Alex Cook-​

SERVICES

Investment Management

Insurance

Retirement Planning

Mortgages

What our clients say?

How it Works

01

Discover

We’ll discover what’s important to you

02

Strategise & Plan

We’ll combine years of experience to create a life changing plan

03

Ongoing Stewardship

We’ll help you steward your capital to achieve your goals

Let's Talk
At Wealth with Purpose we know that the thought of retirement can cause feelings of uncertainty. Most people are unsure if they have enough or whether they’re current investments will really meet their needs. We believe that after a lifetime of hard work, you want to live out a purposeful retirement. We understand that this requires careful planning and preparation which is why we have built a personalised wealth management service to help you to build the retirement you desire, doing what you love with whom you love.
Let's Talk
Free eBook

RETHINK RETIREMENT

A kingdom approach to having enough, and creating a purpose-driven retirement.
Download Now

LET'S TALK

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
First & Last Name*
Please Indicate:
Which services are most of interest to you?
Tick all that apply

Note:  This service is only available to residents of Australia.

Our financial planning service is delivered by Livingstone Wealth Management (a subsidiary of Wealth with Purpose). Livingstone WM is a corporate authorised representative of Billingham Advisers Pty Ltd (AFSL: 563261)

FAQS

At this stage our service is only in Australia.  We will be providing a referral service for other countries in due course.

As everyone’s circumstances are different there is no set price, however, plans generally start from $5,000 and go up from there.

We will give you an initial call to discuss our services, explain the fee structure and help you determine if our service is appropriate for you.  From there we organise an initial consultation to discuss your goals, situation and provide general advice.  Following the 1st meeting we will send you a written proposal for a financial plan which outlines the fees and planning tasks to be undertaken and the extent of the personal advice.  If you proceed with the plan, then a 6-8 week journey commences involving several meetings to discuss strategy and present the final recommendations.

JOIN NOW