LifeScope Wealth provides holistic financial planning for Australian individuals, families, professionals and businesses. With over 21 years of award-winning experience, we help you make smarter decisions about your super, retirement, investments, insurance, aged care, Centrelink, SMSF, estate planning, wealth and risk management and home loans — all working together as one coordinated strategy.
Book a Free Consultation Explore Our ServicesOr call us directly: 0479 155 444 | After-hours available
sonal@lifescopewealth.com.au
Most financial advisers specialise in one area. We take a different approach. Your super, insurance, loans, tax, and estate plan all affect each other — so we manage them together as one integrated strategy. The result? Nothing falls through the cracks, and every decision supports your bigger picture.
Expert guidance across every aspect of your financial life
Transition to retirement, pension strategies, Centrelink optimisation, and cashflow modelling — so you can retire on your terms with clarity and confidence.
Learn more →Super consolidation, contribution maximisation, and evidence-based portfolio construction — making your money work harder at every stage of life.
Learn more →Independent advice on life, income protection, TPD, and trauma cover. We find the right level of protection without over-insuring or under-insuring.
Learn more →Navigate aged care costs under pressure. RAD vs DAP decisions, means testing, and asset protection — with priority appointments for urgent situations.
Learn more →Navigate complex Centrelink rules, means testing, deeming, gifting strategies, and Age Pension optimisation — ensuring you receive the maximum benefits you're entitled to.
Learn more →Wills coordination, super death nominations, powers of attorney, and wealth transfer strategies — ensuring your legacy is protected.
Learn more →We're not a big institution. We're a boutique Melbourne-based practice serving clients across Australia — treating every client like our only client.
We don't just advise on super or just arrange a loan. We coordinate your entire financial life as one integrated plan — so every piece works together.
3x "Top Performing Planner" award winner. Over 21 years of proven results helping hundreds of families achieve financial confidence.
We don't sell products and we're not owned by a bank. Our advice is driven solely by what's in your best interest — nothing else.
After-hours, weekends, and virtual meetings available. We work around your life — not the other way around. Family members always welcome.
Real outcomes for Australian individuals, families, professionals and businesses
Clients discover they can retire 2–5 years sooner with proper Centrelink and pension optimisation.
Average client saves $8,000–$15,000+ in the first year through tax strategies, fee reduction, and loan optimisation.
Replace financial anxiety with a clear plan you understand and feel confident about. No jargon, no surprises.
With over 21 years in financial services and three "Top Performing Planner" awards, I founded LifeScope Wealth to create something better — a practice where advice is genuinely holistic, where clients aren't rushed, and where families feel welcome at the table.
I believe great financial advice should be accessible, easy to understand, and tailored to your unique circumstances. Whether you're planning for retirement, navigating aged care, or buying your first home — I'll help you see the full picture and make decisions with confidence.
"I founded LifeScope Wealth because I believe every Australian family deserves financial advice that looks at their whole life — not just their investments."
— Sonal Gupta, Director & Principal Adviser
Three steps to financial clarity
A relaxed 60-minute conversation about your goals, concerns, and where you want to be. No obligation, no pressure.
We analyse your full situation and create a personalised plan — presented in plain English you can actually understand.
We handle all the paperwork and follow-up. Then we're here for ongoing reviews as your life evolves.
Book a free, no-obligation consultation. We'll listen to your situation, discuss your goals, and show you exactly how a tailored financial plan could help you get there — clearly and without jargon.
Book Your Free ConsultationPrefer to call? 0479 155 444 | After-hours & weekends available
