Delivering the ultimate
Our platinum service is for high net worth individuals seeking the ultimate in strategic financial planning and advice.
Ross Hennig | Managing Director
Lakeside Platinum clients experience the very best of all divisions within the Lakeside Financial group.
Platinum clients receive the benefits of all specialties in our business including Legal Services, Financial Planning, Wealth Management, Risk Insurance, Lending services and Accounting advice.
All Platinum clients are personally managed by our most senior advisors and receive ongoing reviews as part of the process.
This service offers the ultimate for wealth maximisation, tax minimisation, life mapping and estate planning.