Lakeside Financial

Advice for Life

Comprehensive financial advice.

We understand the complex decisions, opportunities and responsibilities that come with building and protecting wealth.

At Lakeside Financial, we provide coordinated, personalised advice across Wealth, Lending, Insurance, Accounting and Legal — bringing every part of your financial life together under one trusted team.

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Our approach is built on three core principles.

1. Integrated expertise
Financial success relies on more than one good decision. Our multidisciplinary team collaborates across all areas — combining strategic planning, tax, lending and legal insight to deliver complete, connected solutions.
2. Personal relationships
We value genuine, long-term partnerships. Many of our clients have worked with us for decades, trusting us to provide clarity, continuity and support through each life stage and generation.
3. Independent advice
Our recommendations are shaped solely by your best interests. With no external ownership or product bias, we offer impartial advice focused entirely on achieving your objectives.

Trusted partnerships. Proven outcomes.

"During what has been a very challenging time, your dedication and commitment to our well-being have truly made a world of difference. You have treated us like family, going above and beyond to ensure that all our needs were met with the utmost professionalism and empathy. Your assistance in navigating our wills, insurance policies, has been invaluable."
Vanessa & Ashley Levin
"I have been with Lakeside Financial for many years. Ross and his team advised me on the best available insurance policies with true level premiums which meant that I could afford to continue with Trauma and Income Protection as I got older. When I did develop serious health issues, Lakeside supported me all the way with my claims. I am very grateful for their help and honest advice."
Alan Forte
"I had an outstanding experience working with Lakeside for my mortgage broking needs. From start to finish, they made the entire process seamless and stress-free. They went above and beyond to find the best loan options for my situation and worked tirelessly to ensure everything stayed on track. I honestly can’t recommend them enough."
Lucy Anderson

Comprehensive
Financial
Solutions.

Clarity, confidence and care across every stage of life, with integrated advice across Wealth, Lending, Insurance, Accounting and Legal.

Insurance Solutions

Comprehensive protection for your family, income and business, helping ensure you are prepared for life’s uncertainties without compromising your goals.

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Lending Advice

Strategic lending solutions for home, investment or business purposes, structured to complement your broader financial objectives.

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Wealth Management

Tailored investment, superannuation and retirement strategies designed to build, manage and protect your wealth, now and for future generations.

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Legal Services

Estate planning, business structuring and asset protection that provide the legal foundation your financial strategy needs for security and succession.

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Accounting & Tax

Beyond compliance, our accountants deliver proactive tax planning, business advisory and cash flow management that keep your strategy efficient and forward focused.

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Where you can find us.

We support families and businesses all across Australia, with two offices in Melbourne for in-person appointments. If you would prefer a phone or Microsoft Teams appointment, we are always happy to arrange that too.