About

Our Wealth To Life Philosophy

Our Wealth
To LifePhilosophy

Success Wealth is guided by a ‘wealth to life’ philosophy – we believe that you and your family can live a life of financial freedom and prosperity NOW.

We believe that retirement is history. Superannuation is superannuated. Most financial advisers are stuck in old mindsets. They give out 20th Century advice in an age of diversified portfolios, cryptocurrency, entrepreneurship, emerging markets, and new opportunities.

That’s why Success Wealth advisers are constantly researching strategies and tactics that are relevant to today’s financial world.

We apply our knowledge and expertise in wealth creation, debt reduction, entrepreneurship and business, SMSF management, and tax minimisation to all of our successful clients; and to ourselves. We don’t just talk the talk – we walk the walk.

When you’ve worked with us, you now have the confidence and secure feeling that your money is working as hard as you are when you partner with Success Wealth. That your wealth is being used to fund the things that make life worth living. That your children’s education is provided for, and your legacy will endure.

At Success Wealth, we bridge the gap from your needs and desires to financial freedom.

Take our five-minute Bridge to Freedom Quiz and find out where you stand!

Our Purpose – How We Create Value

Our purpose is to help our clients and our team to truly live a fulfilling and rewarding life. We believe in leaving a positive impact on the world and “paying it forward” by acting with kindness and positivity.

Success Wealth is about tailored and holistic financial advice. We provide insights that create wealth that will last generations – not just for the here and now.

We believe education is the key to success and good financial habits. That’s why we actively engage with entrepreneurs and experts from around the world to provide financial insights you can use in your day to day life.

Success Wealth is about giving you and your family the power and the freedom to live life on YOUR terms.

Talk to us about how you can live life on your terms – there’s no better time to start than today!

Your Wealth Advisor & Coach

Lan Nguyen

Lan Nguyen is a self-made multi-millionaire who wants to give every Australian the opportunity to live a life of financial freedom.

Lan and her team uses their extensive experience and knowledge of tax minimisation, superannuation, investing, wealth management and protection, and trusts to help her clients achieve financial goals now and for future generations.

She is a proactive advisor that is always looking for innovative and proven strategies to grow her own wealth and the wealth of others.

Lan is passionate about inspiring and empowering people through financial and economic education, sharing her knowledge and her access to experts with as many people as possible.

She believes in good proactive and ongoing advice that creates real wealth and passive income for her clients. With an entrepreneurial mindset, she strongly believes it takes someone already financially free to help another person to do the same. Therefore, she draws from her own experience and knowledge uniquely tailored to achieving your personal and business wealth goals.

Lan and her Success Wealth team are available to talk to you about your financial goals. Set up an appointment here!

Our team

Meet Your
Success Wealth Team

Meet Your
Success Wealth
Team

Our team is passionate about growing and securing wealth. They’re inspired by the success of our clients, providing holistic and tailored advice that you can trust. Our team blends real world experience and thorough research to drive your wealth further.