About us

Life Plan Wealth Advisors is a wealth management and financial advisory company based in the Sydney Metropolitan area. Our team has been providing professional planning advice for over 16 years.

We know that life can often throw unexpected financial challenges your way. That’s why we’re here to help you tackle every single one of life’s big events with confidence and clarity.

We believe that everyone should have the right to enjoy a secure financial future and we are passionate about helping people make their goals and dreams become a reality.

Regardless of whether you are saving to buy your first home, starting a family, looking at investing in shares or property, or planning for retirement, we have the skills and expertise to help you.

We'll help you to plan for your future, with clear goals, objectives and strategies that are designed to protect and grow your financial wellbeing. Regardless of where you are along life's journey the benefit of professional financial advice can be life changing.

Should you wish to consider our services, you can be assured of our commitment to your financial wellbeing now, and into the years ahead.

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 and has over 16 years' experience working in the Financial Planning profession. 

Rami specialises in providing holistic financial advice in the areas of Superannuation and Retirement Planning, Tax and Investment Strategies, Personal Insurances, Social Security, Aged Care, and Self Managed Super Funds. 

With a strong passion for the industry, Rami has completed a Master Degree of Financial Planning, and is a member of the Financial Planning Association and Tax Practitioners Board. 

Rami's greatest reward comes from guiding clients along their journey to financial freedom, taking them from where they are today, to where they want to be tomorrow.

Away from work, Rami enjoys spending time with his three children and being outdoors.

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