Financial Services
LDB Financial Services Pty Ltd provides a comprehensive range of financial planning and advisory services to assist in creating, accumulating and preserving wealth to meet clients’ financial and lifestyle requirements.
Our qualified advisers and staff will guide clients to an appropriate strategy and will ensure that plans stay “on track” through changing circumstances. Financial Planning Services are provided in the following areas:
- Strategic advice – wealth creation and preservation
- Investment portfolio construction
- Portfolio management and ongoing review
- Superannuation strategies – accumulation and pension phase
- Access to Share broking services
- Centrelink and aged care advice and planning
- Risk management - insurance
- Estate planning
