Our Approach.

We take the time to understand you — your life, your priorities and the future you want for your family. From there, we offer clear, connected advice that feels easy to understand and genuinely supportive at every stage.

Personal

Every relationship starts with a conversation. We get to know your story, your responsibilities and what a good life looks like for you, then shape advice around that.

Integrated

Your financial world does not sit in silos. We connect insurance, lending, wealth, legal and accounting so each decision supports the rest of your plan.

Practical

Advice should feel calm and straightforward. We break things into clear steps, highlight what matters most and keep recommendations focused on your best interests.

Long term

Life will change, and your plan should move with it. We stay close over the years, reviewing and refining your strategy so it continues to support your goals and family.

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

What you can expect from us.

  • 1. Clarity you can trust

    Clear, easy-to-understand advice that’s shaped around your life and what matters most to you.


    We explain your options, outline the steps ahead and help you make decisions with confidence. Our role is to give you clarity, stability and direction at every stage.

  • 2. Support that lasts

    Our work begins by understanding what matters to you — your priorities, your plans and the future you’re shaping.

    As things change over time, we continue to guide you with practical support that keeps you moving in the right direction.

  • 3. A fully connected approach

    When every part of your financial world works together, your decisions become clearer and easier.


    Our advice aligns your insurance, lending, wealth, legal and accounting needs so everything supports the same goals — giving you confidence in the complete, whole-picture plan.
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Your financial world, connected.

We work across Wealth, Lending, Insurance, Wills & Estate Planning and Accounting, so every part of your financial life moves in the same direction with clarity and purpose.

Insurance • Life, TPD & trauma cover • Income Protection reviews • Structure cover inside / outside super • Align cover with family & debt needs • Premium & policy optimisation • Claims support & advocacy Lending • Home & investment loans • Refinancing & rate reviews • First home buyer guidance • Using equity to fund goals • Structuring debt (offsets, redraw) • Ongoing lending reviews Wealth • Super review & consolidation • Investment strategies matched to risk • Tax-aware wealth building • Retirement planning & projections • Cashflow & savings strategies • Ongoing portfolio reviews Wills & Estate Planning • Wills & Powers of Attorney • Testamentary & family trusts • Guardianship for children • Super death benefit nominations • Asset protection & control • Coordinating with your advice team Accounting • Individual & business tax returns • BAS, GST & compliance • Business & structure planning • Cashflow, profit & budgeting • Coordination with lending & wealth • Ongoing tax strategy advice

How we work together.

Our process brings together clarity, structure and ongoing support so you feel confident about every financial decision.

  • 1. Understand

    We begin by getting to know you, your goals, responsibilities and the life you want to build.

    We listen carefully, review where you are now and talk through what is most important to you and your family.

  • 2. Plan

    From there, we outline a clear, practical plan.

    We walk you through the immediate steps and longer-term considerations, guiding you through each option so your decisions feel clear and confident.

  • 3. Guide

    Once you are comfortable with the plan, we help put it into action.

    We coordinate everything across lending, insurance, wealth, legal and accounting so the process feels smooth, organised and easy to manage.

  • 4. Support

    As life moves forward, we stay connected, reviewing and refining your plan so it continues to support your evolving goals and the people who matter most.

    We check in regularly, make adjustments as needed and help keep everything on track.

Start your financial journey with confidence.

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