Wealth

A financial roadmap for the life you’re building.

Wealth is about more than numbers on a page. It is about having choices, feeling secure and knowing your money is working in line with the life you want for your family. Our role is to bring clarity and structure to your finances, so every decision feels considered, connected and in your best interests.

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How thoughtful planning grows and protects your wealth.

As life evolves, so do your priorities. Children arrive, careers progress, businesses grow and retirement moves closer. Without a clear plan, it can be easy for cash, investments and superannuation to sit in separate corners, not truly working together.

We take the time to understand what is important to you, the lifestyle you want to maintain and the future you are working towards. From there, we shape a long-term strategy that balances growth and protection, so your money has purpose at every stage.

Tailored Wealth Strategies

The right plan grows with you. We offer clear, long term guidance across every stage of building, protecting and passing on your wealth.

Cashflow & Savings

Structure your income, spending and savings so day to day life feels manageable while your longer term goals stay on track.

Investment Strategies

Thoughtful, diversified portfolios shaped around your goals, time frame and comfort with risk, with a focus on steady progress rather than short term noise.

Superannuation & Retirement Planning

Advice to grow your super, structure contributions and plan your retirement income so you can stop working on your terms with confidence in your lifestyle.

Wealth Protection & Structures

Using the right ownership structures, companies and trusts to help protect assets, manage tax and support the wider strategy for your family and business.

Ongoing Review & Portfolio Care

Regular check ins and reviews so your strategy stays aligned with markets, legislation and the life you are living, with adjustments made as things change.

As life evolves, so do the priorities that shape your financial world.

Whether your family is growing, your goals are shifting or your income has changed, it may be the right moment to make sure your strategy is still working for you.

A simple review can bring clarity, confidence and the reassurance you need for the years ahead.

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The Lakeside Difference.

Strategy built around your life
Your wealth plan grows with you. We shape advice around your values, goals and the lifestyle you want to create — now and for the future.
Active support as things change
We proactively review your investments, structures and contributions to keep everything aligned as markets and life move.
A connected approach across all areas
Your wealth strategy works best when integrated with lending, insurance, legal and accounting guidance for one cohesive plan.

Client stories.

These guy's are hands down the most professional, knowledgeable and helpful I have ever had the pleasure to deal with on all things financial. They are next level with their ability to deliver the best outcome imaginable. It's a given that Lakeside Financial will have all my business going forward. A truly exceptional experience!
- Joel O'Brian
Friendly, enthusiastic staff who passionately provide priceless advice ranging from tax to insurance and estate planning.
- Blake Will
Client Review
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FAQ's

Do I have enough wealth to need advice?

Financial advice is not only for high net worth households. If you are earning, saving, investing, running a business or thinking about retirement, structured guidance can help you make clearer, more confident decisions.

How is a wealth plan different from just investing?

Investing is one part of the picture. A wealth plan looks at your income, spending, super, investments, debts, structures and goals together, so every decision supports the bigger outcome you want.

How often should my wealth plan be reviewed?

We generally recommend reviewing your strategy at least once a year, or sooner if there is a major life change such as a new job, property purchase, business event or family change.

Will my investments be high risk?

Not unless that is appropriate for your goals and comfort level. We work with you to understand how much risk feels right and design a strategy that balances growth and protection.

Can you work with my existing accountant or adviser?

Yes. We are happy to collaborate with your existing professionals and can also connect you with our in-house lending, insurance, legal and accounting teams if you prefer a fully integrated approach.

Start your financial journey with confidence.