I am a highly detailed and qualified senior adviser assisting clients with a wide range of holistic financial services advice. I add value by helping young families to protect their assets and income, helping business owners protect their businesses from risks that they and their business partners or key employees may have. I enjoy assisting clients in building wealth, as well as specialise in pre and post-retirement planning in order assist retirees to maximise their incomes in and for retirement.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
We charge a fixed fee upfront and ongoing fee depending on the level of service and level of advice required.
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 4
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Postgraduate Diploma of Financial Planning
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Language spoken
- English
L G Wealth Pty Ltd
Unit 6, 100 Flinders ParadeNorth Lakes, QLD 4509
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Focused Financial Advice Pty Ltd
AFSL 286219