(02) 4948 8613

Supporting You to Get Financial Direction 

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 unsure where to turn next?

We can support you with wealth strategies tailored to meet your goals and circumstances.

There are many options available to accumulate wealth, but how do you sort out which one is right for you?

We support you to get clear about:

  • Your Goals
  • Your Purpose for Investing
  • Asset Options and Ownership Structures
  • How to protect your assets
  • The use of Leverage (borrowing to invest)

Before I met with Tony I had really only used bank accounts to save. Although I knew this was a safe way to go, I also knew that this way it was going to take forever to reach my goals.

I wasn’t sure whether other types of investments were right for me and I had lots of things I wanted to achieve so it was hard to get a clear picture. Tony has been great in helping get clear on my goals a putting together a flexible plan to achieve them. He was able to explain the benefits of different kinds of investments and strategies so I could make an informed choice, I am also learning a lot along the way.

I was able to put things on hold while I worked and holidayed overseas for 18 months, and now that I am back, I can pretty much pick up where I left off.

The Plan that we have in place has given me the confidence to know that I have everything covered. I can easily recommend Tony for financial advice.

Natassja, 28 
Hillsborough, NSW

GETTING ORGANISED IS THE FIRST STEP!

To understand if your goals are achievable, it pays to have an idea of your cash flow- it's OK if you don't, we can help with that!

If you also need us to spend a little extra time getting your debts under control and a clear strategy for repaying those, that's cool too.

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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.