Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential.
Financial advice to help you manage, grow and protect your wealth.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Cultivate Wealth we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Investing
If you’d like your money to start working for you, it’s time to learn about investing. Everyone has different needs and circumstances but here are some basics to consider.
Your local financial partner
Hello, my name is Michelle Liddle. I’ve achieved financial independence for my family by working hard and making my money ‘work even harder’.
I want to share with you my financial planning strategies so you can build your wealth. As your Financial Advisor, I will help you understand all your investment options, and then work closely with you to implement the financial plan that best achieves your short and long – term goals.
5 Steps To Mastering Your Money
In this free ebook we share 5 important steps to help you be the boss of your money.
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Prepare for tomorrow, make the most of today.
Insights
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Stay up to date with what’s happened in Australian markets over the past month. The economic event that overshadowed all…
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With all eyes on the Federal Budget and balancing the nation’s books, it’s a good time to review your personal…
Market movements & review video - April 2022
Stay up to date with what’s happened in Australian markets over the past month. The war in Ukraine added a…
Federal Budget 2022-23 Analysis
A balancing act Billed as a Budget for families with a focus on relieving short-term cost of living pressures, Treasurer…