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Building Futures,
Onelife at a Time.

Smart & confident financial choices start here.

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Financial Health Check

At Onelife Financial, we understand that every individual’s journey is different. Whether you’re planning for your future, growing your wealth, or navigating a major life decision, we’re here to provide clarity, guidance, and support tailored to your unique goals.

Daniel Grusd, Director of Wealth Management, and Craig Jaffe, Director of Lending Services, lead a team that is passionate about helping you make smart, confident financial choices—so you can focus on what truly matters. 

Your Journey, Your Future, Our Guidance

We’d love to connect and learn more about your story. Let’s take the first step together.

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Why Get Financial Advice?

Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?

The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.

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Take The First Step With a Financial Health Check

To help us understand where you are now—and where you’d like to be—we invite you to complete our quick Financial Health Check. It’s designed to give us a clearer picture of your current financial confidence, goals, and priorities so we can make the most of our first conversation together.

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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.

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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 for the future

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Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

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Self Managed Super

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.

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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

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Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

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Buying a Home

We know that buying a home is one of the most important decisions you'll make in your life. At Onelife, your broker will do the leg-work for you.

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Refinancing

The right refinanced loan could help you pay off your mortgage faster and for less, clear unhealthy debt or help you upgrade and add value your home.

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Investing In Property

It definitely pays to do your homework on the property market before you dive in, and we’re thrilled to be on board to help you when it comes to financing your decision

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What our clients say

Daniel has provided a number of services for myself and the company, including insurance advice and financial planning. He is always available and very courteous with his communication. He is very reliable and I have no hesitation to recommend him and his services.
Suzi O
Daniel worked tirelessly to identify where our finances would be best put to work based on our age and risk tolerance. Through the team we were able to determine appropriate investments whilst we searched for our first home, appropriate super contributions as well as coordinate our life trajectories as far as estate planning and life insurance. His advice was comprehensive, and incredibly well thought out.
Ben D
We had a great experience with Daniel and the team. No such thing as impossible for Daniel, he is always capable of coming up with alternatives and tailoring the ideal solution to the client's profile and needs. Thanks Daniel and team!
Asher A
I've been working with Daniel for several years now and he's been integral to me getting my superannuation in order, giving me a clear pathway on how to plan for my retirement. Daniel is always looking at ways to challenge me, add value and help improve my financial literacy. I'd highly recommend his services to anyone who's looking for an astute and trustworthy financial adviser.
Darren B
Both my husband and I found Daniel to be very friendly and knowledgeable. It was very reassuring to know that Daniel could help us in this difficult situation. I would happily recommend Daniel to anyone looking for solid and reliable financial (and insurance) advice and assistance.
Eva A
Daniel and his team have always been there when needed, especially when my wife passed away. It was very comforting to have them take on the life insurance claim in such an upsetting and sad time. We have regular updates and chats to keep up with changing times here and around the world.
Stuart G
My wife and I are new clients of Daniel, although through our time and experience with Daniel, we've felt like we've know him for years. Nothing is too difficult and Daniel always ensures he takes the time in explaining complex scenarios to us by simplifying it as best as he can.
Danny M
Craig is extremely professional and I’m so grateful for all of his assistance, expert knowledge and advice. I really couldn't have asked for a better broker! I will be recommending Craig to everyone I know!
Azra P
I had never used a mortgage broker before meeting Craig - why did I wait so long? His knowledge of banking products and the in's and out's required is astounding. We had a complicated loan situation and Craig led us with confidence the whole way through. I can't recommend him more highly!
Michaela C
I am very happy with the service Craig provided. Craig worked within the quick time frame I needed, giving me details to make informed decisions. He was there to answer all my questions with clear advice and efficient communication. Most importantly I felt Craig had my best interests in mind and I would not hesitate to recommend his services.
Jennifer C
Huge shoutout to Craig for ALWAYS taking the time out of his busy schedule to speak with me about my financial situation. Thank you for your patience, diligence and hard work, Craig. Thank you for making this entire process one that doesn't seem as overwhelming and daunting.
Kathleen G
Since day one, Craig has shown a highly proactive and personalized approach to setting up our home loans and investment loans for our family. We are pleased with the standard of his service and work ethic. He makes us feel comfortable and provides us with the tools and confidence to achieve the best results based on our financial situation. I'd highly recommend Craig to my family and anyone without hesitation.
Maria K
My partner and I were hesitant to buy our first home...all of the processes, grants, house options and all of the rest in buying a home was so overwhelming. Craig and Shelle were a calming and reliable partner from beginning to end. Not to mention so diligent! I am so grateful we were recommended to work with Onelife Financial.
Sandra I

Our financial planning process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Step 1
Step 2
Step 3
Step 4
Step 5
Discovery Call
Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.
Gather Data
We gather data on financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We now put your financial plan in action by implementing all your personalised strategies.
Support
There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors.

Our Financial Planning Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Step 1
Step 2
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Step 2
Step 3
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Step 3
Step 4
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Step 4
Step 5
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
Step 5

Insights

Keeping your cool when the markets heat up

Keeping your cool when the markets heat up

Investing isn’t just a numbers game. It’s an activity that stirs various emotions from hope and optimism to fear and…
Modern Wealth Transfer: Legacy, Lifestyle and Living for Today

Modern Wealth Transfer: Legacy, Lifestyle and Living for Today

In the past, transferring wealth often meant a single moment—a legal reading of a will after someone passed. But the…
Your future just got a super boost – are you ready?

Your future just got a super boost – are you ready?

With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your…
Do you know who gets your super when you die?

Do you know who gets your super when you die?

Do you have a plan for who will receive your super if something happens to you? For many Australians, superannuation…
Ways to fast track paying off your mortgage

Ways to fast track paying off your mortgage

Owning your home outright might feel like a far-off dream, especially if you’re grappling with cost-of-living increases – but with…
Portfolios for the risk we may not be imagining

Portfolios for the risk we may not be imagining

Investors have faced a wild ride in 2025. The excitement may not be over. Equity and fixed income markets took…
Read more

Get in touch

Our Address

  • Suite 806, Level 8 251 Oxford St, Bondi Junction NSW 2022
  • 02 8358 4888
Office Hours
Mon – Fri 9am to 5:30pm

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DISCLAIMER

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

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Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

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Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

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In this free ebook we share 5 important steps to help you be the boss of your money.

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Jane Brown

Head Accountant

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