Clear, relevant and easy to understand advice is at the core of everything we do.
The range of services we offer Includes:
- Financial Advice and Strategic Planning
- Retirement Planning and Income Streams
- Superannuation and Self-Managed Super Funds
- Pension Planning and Centrelink Advice
- Direct Share Investment
- Cash & Fixed Interest Advice
- Portfolio Review & Management
- Estate Planning
All recommended Investment Products are selected from the LWP Financial Pty Ltd Approved Product List.
Other services offered via referral:
Accounting and Taxation –
Blueprint Accounting Services
Blueprint Taxation Services – Korumburra
Risk Insurance –
Plan to Prosper & Complete Risk Analysis
Banking Services –
The Financial Planning Process
Our six step process ensures that you understand what to expect from our relationship.
Once our strategic recommendations have been agreed upon we consider appropriate Investments to achieve our client’s goals.
Our first meeting is an obligation free concept meeting to look at potential opportunities, the services we provide and likely costings.
We discuss your goals and objectives and seek your agreement to prepare written advice for you.
We explore your current financial position, gather all relevant data and identify any financial issues that need to be addressed in order to provide you with specific advice.
We prepare your written Statement or Record of Advice and present and discuss it with you at a further meeting.
We implement (with or without amendments) your strategy and recommendations via the Authority to Proceed contained in the SOA or ROA.
We provide ongoing annual management of your portfolio to ensure that your strategy continues to meet your needs and objectives in an ever changing and dynamic environment.