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 –
Bendigo Bank
Macquarie Bank
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Our first meeting is an obligation free concept meeting to look at potential opportunities, the services we provide and likely costings.
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We discuss your goals and objectives and seek your agreement to prepare written advice for you.
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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.
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We prepare your written Statement or Record of Advice and present and discuss it with you at a further meeting.
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We implement (with or without amendments) your strategy and recommendations via the Authority to Proceed contained in the SOA or ROA.
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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.