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Living Wealth Financial

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Trading for 10 years

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About Living Wealth Financial

Hi, my name is Joshua Day, and welcome to my much loved financial planning and mortgage broking business - Living Wealth Financial. When I started this business, I wanted to offer a service like no other - and that is to treat all of my clients with the same level of respect as I would like to be treated, and based on the feedback from my clients - We've done exactly that, and I'm so proud of that! Living Wealth Financial sets itself apart from the major banks because this business is a reflection of myself, and my values for which it represents. I was once lost in the wilderness in the area of finance, and it's no picnic! When we search for questions for which we do not know the answers for, it can be very frustrating, and not for the lack of trying. At Living Wealth Financial, I have done my absolute best to carry over the values that I learned and applied in the Royal Australian Air Force in which I served for nine and a half years. My wife and I are parents of two beautiful boys, and so are the majority of my clients..... we offer solutions that suit your life goals, and not just try to flog worthless products to you. When you come on board into our large family, you are treated like family and not just a number or a walking dollar sign!

Products

  • Superannuation creation and rollovers

  • Investment portfolios

  • Life insurance

  • TPD (Total & Permanent Disability) insurances

  • IP (Income protection) insurance

  • Trauma/critical illness insurance

  • Home Loans

Services

  • Superannuation advice and administration

  • Financial advice

  • Personal Insurance advice

  • Mortgage Broking

  • Investment advice

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Location

PO Box 42, Wallsend NSW

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Ways to Pay

  • account icon

    Account

  • cash icon

    Cash

  • directDebit icon

    Direct Debit

  • eft icon

    EFT

  • eftpos icon

    Eftpos

  • mastercard icon

    Mastercard

  • payPal icon

    Paypal

  • visa icon

    Visa

Licences

  • AFSL rep number: 466007

  • Australian credit licence rep number: 466318

Living Wealth Financial