Shares or Property?

Shares or Property?

Risk versus reward

Protect your families finances

Protect Your Income

What would happen if you couldn’t work? What about your mortgage?

Save

Are you saving money, but don’t know what to do with it?

Invest in Cash & Bonds

Cash + Bonds

Are there any alternatives to a term deposit? Do you know how to invest in a bond?

Retire

Retire

How much do you need to retire? Which super fund is right for you?

Self Managed Superannuation Funds

SMSF

Shouldn’t you take control of your nest egg? Is a self managed super fund the way to go?

Centerlink

Centrelink

Worried about the paperwork? Not sure if you’re eligible? We can help.

Lonsdale Financial Group

Lonsdale

Our licencee. Our professional sounding board.

Protect Family

Protect Family

Protect your family if something goes wrong

legal will

Wills

What do you want to happen with your money after you die?

Share Investing

Shares

Looking to invest? Speak to us today to see how we can help.

Tax consultants

Tax

Do you need to see an accountant?

Find out whether your super fund is right for you Click Here!
  • Why Us?
  • Our People
  • Lonsdale

We’re not a bank, so we don’t provide advice like one.

Our objective is to find the best solution for your financial needs, as cost effectively as possible.

We’re not restituted to one service or product and believe that you need to be able to adopt accordingly as circumstances change.

As a Financial Planning Association of Australia professional practice, we adhere to the highest professional and ethical standards.
This designation is only available to practices with highly experienced and educated staff.
We believe it takes many years of study and experience, not weeks, to earn our right as professionals.
FPA Website

Lonsdale Financial Group provide us with all our necessary licensing requirements including investment research, compliance and technical support, with the backing of the larger IOOF group. They have a long history of providing these financial services to Advisers all over Australia.

Our associated legal disclosure documents, called Financial Services Guides (FSG), are available by clicking on the attachment below.

For more information on Lonsdale be sure to refer to their website.

www.lonsdale.com.au

 

Download: Financial Services Guide (pdf 74KB)

Download:  Financial Planner Profile (pdf 168KB)

Contact Us

Our friendly office staff answer any of your questions and organise an appointment for you.

Telephone: 03 9783 4999
Fax: 03 9781 3073


Or inquire about our services here.