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About Us

At Next Phase Wealth :

We are committed to helping you secure your family's future, grow your wealth and ensure you enjoy your

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Our Services

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Superannuation And Retirement Planning

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Lifelong Cash-Flow

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Personal and Business Insurance

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Estate planning

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Investment

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Aged Care

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Starting Out

Life Stages

Starting Out

Starting Out

Starting Out

Starting Out in your career. This is the time to start building the foundations to attaining financial freedom.

Your major focus at this stage should be on saving.

Starting Out

Starting a Family

Starting a Family

Starting Out in your career. In this phase you should be focusing on buying a home and starting a family.

Your major focus at this stage should be on saving.

Starting out

Building your career

Building Your Career

In this phase you might be building your career, business or practice.

Your major focus at this stage should be on protecting your assets.

Starting out

Increasing Your Wealth

Our team can assist you with strategies for:

• Cash flow management – Meeting your financial commitments and goals

• Reducing debt – Review strategies to repay debt and time-frame

• Superannuation – Maximise contributions to meet retirement income

• Protecting your assets

• Tax effective strategies

• Estate planning

Increasing Your Wealth

In this phase you are aiming to increase your investments.

Your major focus at this stage should be on increasing your investment assets.

Starting out

Retirement

Our team can assist you with strategies for:

• Pre-retirement

• Retirement

• Cash flow management

• Estate planning

Retirement

In this phase you will be receiving an income or pension from your investments.

Your major focus at this stage should be on having the income to enjoy your desired lifestyle.

Our Team

Find out more about our friendly team at Next Phase Wealth

Lena Rulli

Practice Manager

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Anita Rulli

Administration Officer

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Testimonials

Speak with one of our experienced and friendly team today!