(02) 4948 8613

Welcome To Lake Macquarie Financial Planning

At Lake Macquarie Financial Planning you are not just a number. We have a genuine desire for deeper client relationships and we want to be there to help you create and celebrate your success. With over 20 years of experience in Financial Services our passion is supporting and inspiring change in peoples' lives. 

If you want to understand the choices available to you to create your perfect financial future, we invite you to experience the Lake Macquarie Financial Planning difference. 

WHO WE HELP

We help clients who want to create their:

Perfect Retirement:  It can be daunting. The rules keep changing, there is a lot of jargon, so much conflicting information that can make it difficult to decide what is right for you ..... learn more

First Investments:  Have you been focusing on getting your debts under control and feel you will never get started as an Investor? Or have you made an investment and are not sure where to turn next? We can support you with wealth strategies tailored to meet your goals and circumstances .... learn more

Perfect Business:  It is easy to forget that as a business owner, as well as working IN your business you need to spend time working ON your business.Ultimately your business is a lot more than the Profit & Loss Statement and the Balance Sheet. How can you ensure that your business can give you .... learn more

ABOUT US

Our Team of Dedicated Professionals ....  

.... take pride in delivering service excellence. We take ownership of issues, supporting our clients with their dealings with Financial Institutions, Government and other Service Professionals. 

​Clients choose to be a member of the growing Lake Macquarie Financial Planning community because .....

Client Testimonials...

John & Rosemary Robertson, Warners Bay NSW

We had our financial goals and were getting comfortable with the idea of early retirement when the Global Financial Crisis hit. We often had restless nights wondering whether we could achieve the level of financial security we needed.

We were juggling so many balls - were we ready? What will happen in the .... read more

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This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. 

You need to consider you financial situation and needs before making any decisions based on this information.


The Trustee for Pereira Family Trust (ABN 25 467 180 446), trading as Lake Macquarie Financial Planning is an authorised 

representative of Charter Financial Planning Limited, Australian Financial Services Licensee.