Wealth With Purpose

RETIRE WELL.

Build. Enjoy. Give.

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.

FINISH STRONG

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

BE RETIREMENT READY

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

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

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.

Free eBook

RETHINK RETIREMENT

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

LET'S TALK

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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 Havana Financial Services Pty Ltd (AFSL: 500435)