Supporting you through every stage of life.

Lakeside is a family-owned financial services firm, guiding clients with clear, practical advice that puts people first.

We are a connected team of advisers, lenders, accountants and legal specialists who work together to support every part of your financial world.

Our focus is simple. We listen. We take the time to understand your goals, your concerns and the life you are working hard to build. Then we help you make confident decisions, step by step.

Whether you are safeguarding your family, securing finance, building long-term wealth or structuring your business affairs, we are here to guide you.

Book a Consultation
0
Years of advice
0
Clients supported
0
Key service areas

Our story over the years

From the early nineties to today, Lakeside has grown from a family founded practice into a fully integrated advice team supporting more than 10,000 clients. Through every stage, our focus has remained the same: personal relationships, clear advice and long term support.

1992
Lakeside is founded
Ross establishes Lakeside to provide clear, personal advice to people who want long term guidance and a trusted partner to help them make informed decisions.
1994
Legal expertise joins the picture
Legal specialists begin supporting clients with wills, powers of attorney, estate planning and the right structures to protect their families and assets.
2001
Lending services introduced
Lakeside expands into lending, helping clients secure finance for homes, investments and business growth with advice that fits their wider plans.
2005
Accounting team established
Dedicated accounting and tax support is added so clients can manage day to day finances, compliance and planning with the same team that understands their broader goals.
2012
Brighton office opens
The team moves into the Brighton office, creating a central base for clients and advisers across Melbourne and strengthening our local presence.
2017 to 2025
The next generation joins
Over these years, Ross’s three children join the business, continuing Lakeside’s family owned focus and helping to grow the team for the next chapter.
2023
Melbourne CBD office and 10,000 clients
Lakeside opens its Melbourne CBD office and proudly reaches more than 10,000 clients, supporting individuals, families and business owners across Australia.

Who we help

We work with people at different stages of life, from young professionals and growing families to business owners and high net worth households.

Families

Support for parents wanting clarity, protection and long term confidence for the people they love.

Professionals

Guidance for people building careers, managing cashflow and planning their next financial steps.

Business owners

Help for sole traders and company owners with structure, tax, lending, insurance and long term strategy.

Property buyers & investors

Clarity for first home buyers, upgraders and investors navigating lending, structure and long term planning.

Pre-retirees & retirees

Support with super, pensions, tax strategies and estate planning as life evolves.

High net worth households

Oversight and strategy for families managing complex structures, assets and long term wealth.

What our clients say.

“My experience with Lakeside Consultants has been very fortunate. I have received very good advice that led to extremely positive outcomes through trying circumstances. The products put in place created life-changing results after tragedies in my life. They have taken a genuine interest in me as a person and looked out for me in every respect.”

Brad Holthouse

“When you are looking for trust in a mortgage broker, Lakeside Consultants are your people. They made the entire process seamless and easy, kept me informed at every step and talked me through everything in detail. They went above and beyond to deliver the best loan options for my situation. Highly recommend.”

Casey Evans

“Ross and his team have offered wonderful advice for income protection, life insurance and disability insurance, all of which we have had to use due to my husband's illness. We are forever grateful, as it has taken away so much stress at a difficult time.”

Lisa Gordon

“I used Lakeside Financial to buy my first home and couldn’t be happier. They went above and beyond to make sure everything ran smoothly, were always quick to respond and explained things clearly. As a first-time buyer I had a lot of questions and they were patient and helpful every step of the way.”

Georgia Nelson

“Ross and Rita recently prompted me to follow up on some old injury claims with their exceptional service and, more importantly, results. It was a policy Lakeside recommended many years ago and I’m so glad I kept it going. I’m very happy with the service provided by Ross and Rita.”

Friedo Ligthart

“Thanks to Andrew and Ross, when my wife was diagnosed with health issues they were quick to assist, helping organise payments through her income protection and superannuation. Highly recommend – first class service.”

Brian Duscher

“During what has been a very challenging time, Lakeside’s dedication and commitment to our wellbeing has made a world of difference. Ross, Rita and Tristan have treated us like family, going above and beyond to ensure our needs were met with professionalism and empathy. Their help navigating our wills and insurance policies has been invaluable.”

Vanessa & Ashley Levin

Start your financial journey with confidence.

Book a consultation