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We are people of integrity who work for the benefit of the clients we serve.  Wealth In Life is an independently owned* financial consulting service managed by Shane Duff and Quang Tran where we combine business experience with innovation and new ideas. We aim to help clients within Australia choose a financial plan to provide the freedom to enjoy life now and to suit personal needs.

We have over 40 years of combined experience and more importantly have helped our clients through the longest and deepest share market fall since the depression of the 1930's.  During 2008 and 2009 our business continued to grow where some financial planning and fund managers have closed.

As specialists in lifestyle planning and the self-employed, we aim to deliver exceptional results and if it suits your goals, we will treat your financial plan as your business.

Our business strategy is all about developing solutions for our clients, in particular those who require specialist planning where conventional planners are unable to assist. Our expertise lies in home equity release for debt reduction, retirement planning, investment properties, debt consolidation, with tax effectiveness our speciality. We plan to create wealth in your life so we add value to your financial situation.

By comparison with a bank strategy you are generally just a number with a standard financial plan template. When a bank employee creates a plan they are limited by strict bank guidelines. Whereas this is our business, we want to know you, and deal with you.

We want to create an atmosphere where the relationship between the client and Wealth In Life is at a clear understanding of one another, so that we can determine the best possible way to benefit you.

Our Team

Shane Duff - Principal Financial Advisor
Shane Duff is a Director of Wealth In Life Pty Ltd and has been in business management roles for many years. After 20 years in management in the retail sector Shane entered into the financial services sector and has expanded his mortgage broking specialities to form a complete financial services business. Shane has seen trends in the industry changing towards providers that are able to give new focus to the sector, a focus on personal attention. After decades of shifting attitudes towards traditional financial planning this was an opportunity for a positive alternative for customers. Wealth In Life provides for an edge to be gained as clients are assisted step by step through the sometimes daunting areas of mortgages and investing through to retirement and creating long terms plans for wealth in life. This is personal service from a quality provider who aims to make the process as easy as possible with the backing of sound business advice.

Shane has combined his knowledge from the retail area and mortgage consulting services to build a business focusing on strong partnerships, open communication, genuine interest and client support. Shane's core principals include continually striving for innovative services to reduce debt and create wealth in life for clients rather than waiting until retirement. This requires an outstanding customer culture. He has business qualifications (B.Bus) and holds a Diploma of Financial Services (Financial Planning) and is an Authorised Representative of Wealthsure Financial Services. Shane is also a JP (Commissioner of Declarations).

Quang Tran - Principal Financial Advisor
Quang is 34 years young and graduated from Queensland University of Technology with a Bachelor of Applied Science (Medical Radiation Technology). Upon completion he worked treating cancer patients in the specialised oncology department. Quang joined the Financial Services Industry in 2001 offering boutique financial planning advice to diverse clients who wanted to make a change in their lives. After a few years being in the industry, he found there was a lack of choices for clients wanting to achieve the goals and objectives that they desire. It was just as much about the lifestyle as it was about being wealthy. He currently holds a Diploma of Financial Services (Financial Planning) and is an Authorised Representative of Wealthsure Financial Services.

Since forming Wealth In Life, Quang found he was able to give clients what they were desperately seeking from the industry. Creating plans, strategies and solutions for their personal circumstances and most importantly giving a realistic picture of their financial position!

Jason Fung – Financial Advisor
Jason Fung joined Wealth In Life team as a graduate from Griffith University with a Bachelor Of Commerce in Financial Planning and Investments.

Growing up in a family business, Jason had exposure to business and finance from a very early age. During high school he participated in share trading competitions, with his portfolios generating considerable returns by adopting income based strategies. He has an enthusiastic approach to financial planning and brings innovative ideas to the team.

He currently has concerns with the financial education of Generation Y and ultimately aspires to educate and assist them to establish a solid financial foundation.

He recently completed his mortgage broking accreditations to expand on his knowledge of finance and services that he is able to provide to clients. Jason is an Authorised Representative of Wealthsure Financial Services and is also a JP (Commissioner of Declarations).