Superannuation and Wealth Management

Couple enjoying a holiday

Secure Your Future

Whatever our stage in life we all have dreams for our future.

A good financial plan begins with a dream, turns it into a goal, and then plots a course to achieve it. While the nature of our goals may differ, most rely in some way on financial security and ultimately independence.

We take a holistic approach to financial planning, drawing on a wide range of knowledge and powerful tools to help our clients achieve a higher level of financial independence.

We are not aligned with any other financial institutions, and utilise independent research in developing investment recommendations.

Here For The Long Term

A financial plan is often directed towards goals that may take decades to achieve, so it makes sense to work with a firm that will be around for the long term.

Our team combines great experience with younger talent to provide effective financial advice throughout every stage of your life.

We undertake regular reviews of clients’ strategies and investments, to ensure they remain appropriate and the plan is on track. We are always available to answer any questions clients may have.

Enjoying the beach
Creating Memories Sailing

Self-Managed Superannuation Specialists

Superannuation is a tax-effective vehicle for building wealth in the longer term.

Self-managed superannuation funds (SMSFs) combine all the tax advantages of superannuation with greater flexibility in investment choice, and access to a wider range of wealth-building options than are available in public-offer superannuation funds.

We are specialists in the establishment and on-going operation of SMSFs. We have particular expertise in the complex area of SMSFs borrowing to invest in residential and commercial property.

SMSFs are not for everyone, and we can also recommend alternative superannuation vehicles to suit your specific requirements.

Our team combines great experience with younger talent to provide effective financial advice throughout every stage of your life.

Get Expert Advice

Our wide-ranging expertise encompasses:

  • Strategic advice
  • Investment portfolio construction and management
  • Superannuation strategies
  • Share investing
  • Centrelink and aged care planning
  • Risk management
  • Estate planning
  • Life and income protection insurance
  • SMSF establishment, administration and advice

Contact us today to find out how we can help you secure your financial future.

 

LDB Wealth Solutions Pty Ltd is an Authorised Representative (no.  257930) of LDB Financial Group Pty Ltd ABN 83 161 933 777

Australian Financial Services Licensee: Licence Number 437164