Wealth Accumulation
Appropriate structuring of your affairs (i.e. Trusts, SMSF’s, Company, etc.)
Asset Ownership Structures
Cash Flow Management
Tax Effective Investment
Superannuation and Retirement Planning
Risk Management
Gearing Plans
Asset Protection
Government Benefits
To our clients, Lakeside Wealth is a crucial component in formulating a road map through life stages so you achieve all that you want in life from both a lifestyle and financial perspective.
The financial road map is best designed from an early age and continues well into retirement. We have found that those who review their plan along the journey are able to adapt and take advantage of current market and legislative opportunities.
Our Wealth team works closely with clients in a ‘project management’ style, working step by step to ensure all aspects of our clients’ needs are met. We cater for simple superannuation rollover plans to the most complex of retirement plans.
Lakeside Wealth is a division of Lakeside Financial Pty. Ltd. Lakeside Financial Pty. Ltd. is an Authorised Representative of Pareto Group Pty. Ltd. as trustee for the Pareto Group Trust. AFSL No. 418 700.