Having recently created LG Wealth alongside Laszlo Grace accounting, we provide holistic financial advice to meet your needs and objectives. Whether its reviewing your insurance, planning for retirement, creating tax effective strategies, and many other financial decisions, we are here to assist.
Contact us for your FREE initial consultation.
We start by clarifying your needs and objectives by creating a picture of your current position and then where you would like to be. We can then ascertain how we can assist you and add value to your life with the services and advice we provide to assist you in achieving your goals.
With over 16 years industry experience, assisting clients since the GFC, through COVID and into our uncertain future.
I am a husband, father, DIYer, and fit individual focused on building lasting relationships, holding my clients hands through life's journey.
Not everyone wants a full financial plan, but rather assistance in pointing them in the right direction. Professional strategic advice navigates the intricacies of investments, taxation, structures and the ever-changing rules and regulations. We offer financial strategy planning sessions to get you on the right track.
Beneath the surface of all retirement planning is a lot of complex regulation and rules, as well as potential Centrelink entitlements. We specialise in financial advice in the lead up to retirement and then during retirement itself. We’re here to guide you through these complexities, maximize your super savings strategies, reduce your personal tax where possible, and make sure you have a personalized pension to meet your objectives and consistent income through your retirement years.
We aren’t in the business of short-term selling/buying and trying to time the market. Instead, we take a long-term strategic approach knowing that it’s time in the market over multiple market cycles that builds long-term wealth. Whether its shares, managed funds, exchange-traded funds (ETFs), property, bonds, fixed interest, cash or something else - your investment portfolio can be tailored to your goals.
Most people in Australia have a super account - but is your super optimized to meet your goals and objectives. When last did you review its performance and the underlying fees? Did you know that superannuation is usually the most tax-effective method of investing in Australia? Simply relying on your employer contributions super may not be enough to build a large enough nest-egg for your retirement.
Sometimes it can be seen as a ‘grudge’ purchase, however it can make the biggest difference to you and your dependents when things don’t go to plan. While not nice to think about, having coverage in place for the event of death, disability, accident and illness is critical to form a well-rounded protection plan. What if you were unable to work, how would your life change? When last did you review your insurance?
What will happen to your wealth once you’re no longer here? Taking the time to correctly structure your estate planning now reduces the burden on your family down the track and gives you confidence that your financial assets will benefit those you intend. We can help you structure your estate plan to suit your family’s needs. We work with partner companies to assist in providing you with a simple, cost effective Will, or a more complex comprehensive will to meet your needs.
I began my financial planning career in 2008 in South Africa. After running a successful business there for 9 years I immigrated to Australia with my family in 2017. After completing all the bridging qualifications and requirements I have been practicing as a financial planner in Brisbane, Australia, since 2018. I started LG Wealth in June 2022, working alongside Laszlo Grace accounting. We focus on adding value to clients lives by providing holistic financial advice and building long term financial relationships
Please contact us if you cannot find an answer to your question.
We can give you a holistic view of your financial position and recommend strategies to assist you in building and protecting your wealth, reducing your tax, and planning for your retirement
It should start with your goals and objectives, and from there we determine which areas of your portfolio require assistance. We will then tailor our advice to meet your needs and objectives. Whether its building a bespoke investment portfolio, retirement and tax planning, insurance, or estate planning, we are here to assist.
You should meet with us at least annually to review your portfolio, which is everything from insurance, superannuation, estate planning, tax, and a strategic financial plan.
Andrew Bowker (AR#1267101) and L G Wealth Pty Ltd (CAR# 1297478) are Authorised Representatives of Focused Financial Advice Pty Ltd AFSL No. 286219
Financial Services Guide version 1.5 available here: https://acrobat.adobe.com/id/urn:aaid:sc:AP:ebf8659f-b668-4f9f-8b20-d6e2f1b749c5
Unit 6, 100 Flinders Parade, North Lakes Queensland 4509, Australia or Skinner Avenue, Wellington Point, Queensland 4160
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment