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Wealth With Purpose

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Financial Planning

Financial Planning for a Secure,
Enjoyable, and Purposeful Life

Get biblical, professional guidance for investing, retirement, and long-term security

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Build a Financial Future that Honors God and
Brings You Freedom

Imagine the peace that comes from knowing your finances are in order and aligned with God’s Word. With biblical wisdom and practical, proven strategies, we’ll help you create a plan that fits your life, one that supports your family, strengthens your generosity, and gives you confidence to live out your God-given purpose.
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Finish Well

Retirement should be purpose-driven, doing what you love with the people you love.
A sound financial plan helps you:
  • Build a growing income stream
  • Support your kids and grandkids
  • Spend more time with family
  • Focus on health & well-being
  • Leave a meaningful legacy
  • Continue to fulfil your calling
  • Enjoy a high quality of life
  • Have control over your future

SERVICES

Investment Management

Insurance

Retirement Planning

Mortgages

What Our Clients are Saying

How it Works

01

Book Your Call

We’ll start with a short call to understand your goals and see if we’re the right fit.

02

Get Your Plan

We’ll build a personalized, stewardship-focused financial plan with clear next steps.

03

Steward Well

Live out your plan with guidance and receive ongoing support as you grow

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Retirement (1)

RETHINK RETIREMENT​​

A kingdom approach to having enough, and creating a purpose-driven retirement.
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Frequently Asked Questions

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.

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Ready to take the next step?

Book your free intro call today and start your journey toward freedom, purpose, and a clear financial plan.
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Book Your Intro Call Today

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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)