Personal financial advice and wealth creation

Personal financial advice and wealth creation

We live in a complex and ever-changing financial environment, so it’s important to seek personal financial advice to grow your wealth.

Developing a sound wealth creation strategy requires an in-depth understanding of saving and investment products, tax structures such as companies, trusts and superannuation funds, and the protection offered by personal insurances.

The costs of making mistakes – a poor investment decision, say, or an inappropriate choice of insurance policy – can be devastating.

Yet, it is impractical for most people to develop the skills required to create and implement a successful wealth creation program.

For one thing, we all have different needs, so there is no single ‘one size fits all’ financial plan.

Expert financial advice

This highlights the need for expert, personalised advice.

It’s the key to unlocking the many opportunities for wealth creation available today while minimising the financial risks associated with natural disasters or major health events.

LDB’s financial planners are skilled in the art of designing wealth creation and protection plans for people of all backgrounds and stages of life.

Our focus is on helping you achieve your specific goals using the full range of investment products, financial strategies and insurance policies that are relevant to your needs.

These include:

  • Term deposits and savings accounts
  • Direct shares and a wide range of managed investments
  • Industry and retail superannuation funds
  • Self-managed superannuation funds (SMSFs)
  • Life, income protection and trauma and disability insurances.

Ongoing review

Life is a journey. Circumstances change. What was an appropriate investment or insurance policy a few years ago may no longer be the best option.

Key goals may have been achieved or new desires may need to be incorporated into your plan. In short, the need for personal financial advice is an ongoing one.

Take the first step with your wealth creation

As a proudly self-licenced firm based in Blackburn, our advice is entirely focused on helping you meet your goals, so join us for a chat about how our personal financial advice can support your wealth creation needs.

Call us on (03) 9875 2900 or fill in the contact form below, and take that crucial first step towards receiving the personal financial advice that will underpin your future wealth.

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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

LDB Superannuation Services Pty Ltd is an Authorised Representative (no: 1253818) of LDB Financial Group Pty Ltd ABN 83 161 933 777