Construct wealth creation and risk management plans specific to your needs

Achieving financial success requires personalised strategies. At LDB, our expert advisors provide tailored wealth creation plans, utilising various investment products, tax structures, and insurance options. We guide you through every step to secure and grow your wealth.

We all have different needs, so there is no single “one size fits all” financial plan

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.

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 insurance

“Our focus is on helping you achieve your specific goals…”

Contact Us

Get help from LDB's financial experts

Start building your wealth today.

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HOW CAN WE HELP?

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.

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.

TESTIMONIALS

Hear what they’re saying about our services

          
   Kevin Saunders 
 2 July 2023
 
 
  My wife and I have been retired  for over 25 years. LDB have managed our modest Super fund for all of those years. Bruce and his staff have been wonderful with their advice and professional expertise in tax and Centrelink matters. We highly recommend this company.
  
 
       
   Luke Fuller 
 21 May 2023
 
 
  LDB Property Pty Ltd lacks any accountability or competent management.  After being told by one of their employees that we wouldn’t be charged a late fee (despite paying 6 months of owner’s corporation fees upfront) , they charged us a late fee and then denied they ever said it. I tried to contact their management but they wouldn’t return calls including the managing director Owen Day. This is a weak organisation with zero accountability and they are unable to even communicate with people. If you want a property services firm that does what they say with competent management- look elsewhere.
  
 
       
   Evin Donohoe 
 11 April 2023
 
 
  LDB have been helping us out with the finances and compliance for our games company for a few years now. We feel great every time we speak to them, and are ever thankful for their professionalism, insights, suggestions, and knowledge. I recommend them very highly.
  
 
       
   Christine G 
 7 March 2023
 
 
  Very professional and organised property managers. Communication is great. I highly recommend them.
  
 
       
   lee Opster 
 2 March 2023
 
 
  LDB Property provide a professional and high standard service. We have been a client for over 15 years and cannot fault any part of their Owner Corp and landlord services. Owen Day’s knowledge is extensive and reliable.
  
 
       
   Paddrick Màttur 
 4 January 2023
 
 
  Best property manager in 30 years of renting. Great communication, efficient, helpful and clear. Easy 5 ⭐️
  
 
       
   Morrie Caddie 
 1 January 2023
 
 
  Great people
  
 
       
   Patrick Paglia 
 5 October 2022
 
 
  I've been using LDB for over five years now-They take care of my personal tax needs and those of my electrical contracting company. Their suggestions and guidance have helped me to grow the business from strength to strength. Couldn't be happier with my choice of accountancy firm. I've also found LDB staff to be a pleasure to deal with
  
 
       
   Nick M 
 2 September 2022
 
 
  Our boutique apartment complex have utilised the services of LDB since settlement some 7 years ago. As a group we are very happy with the service provided. As an owner occupier I have found the staff and I. particular Kaye to be prompt, friendly and efficient when responding. I’m pleased that we have a property management team that we feel we can trust and rely upon to do a good job. Thanks.
  
 
       
   Simone Vagg 
 2 February 2022
 
 
  LDB Accountants are extremely professional and proactive with expertise in business taxation matters.  Highly recommend the Team at LDB.
  
 
  
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   Google rating score: 4.7 of 5, based on 40 reviews