About us
Life Plan Wealth Advisors is a Sydney-based wealth management and financial advisory firm. For over 19 years, our team has been providing trusted, professional financial planning advice to help clients build, protect, and manage their wealth.
We understand that life can bring unexpected financial challenges. That’s why we’re here to help you navigate every stage of life’s journey with confidence and clarity.
At Life Plan Wealth Advisors, we believe everyone deserves the opportunity to enjoy a secure financial future. We are passionate about helping our clients turn their goals and dreams into reality.
Whether you’re saving for your first home, starting a family, investing in shares or property, or planning for retirement, our team has the experience and expertise to guide you.
We work with you to develop tailored strategies designed to protect and grow your financial wellbeing—establishing clear goals and objectives that evolve with your life’s needs. The right financial advice can make a lasting difference, no matter where you are on your financial journey.
If you’re considering our services, you can be assured of our ongoing commitment to your financial wellbeing—now and in the years to come.
Meet Our Team
Rami Elkassem
Director/ Principal Financial Advisor
Rami Elkassem
Director/ Principal Financial Advisor
Rami Elkassem is the Director and Principal Financial Advisor at Life Plan Wealth Advisors, bringing over 19 years of experience in the financial planning profession.
Rami specializes in providing holistic financial advice across a range of areas, including Superannuation and Retirement Planning, Tax and Investment Strategies, Personal Insurance, Social Security, Aged Care, and Self-Managed Super Funds.
With a deep passion for the industry, Rami holds a Master’s Degree in Financial Planning and is an active member of the Financial Planning Association and the Tax Practitioners Board.
Rami finds his greatest reward in guiding clients on their journey to financial freedom, helping them move from where they are today to where they aspire to be tomorrow.
Outside of work, Rami enjoys spending quality time with his three children and embracing the outdoors.
