Lake Macquarie Financial Planning

We'll set you on course,
support your journey & help you weather the storms

How We Help

GROWING IT

Investment Planning

Sure, we need money to live but how much depends on your lifestyle and goals. Investment strategies should match both…

LEVERAGING IT

Debt Management

Debt doesn’t have to be a dirty word! Choosing which debt to have and making it work for you is the key…

PROTECTING IT

Risk Management

Life insurance, Income Protection, trauma cover! What do they all mean? What is best for your family…

ENJOYING IT

Retirement Planning

Ensuring you have the means to live your best retirement takes planning. It’s never too late or too early to start…

Who We Help

We help clients who want to create their:

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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.
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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.
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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.

What Makes Us Different

Embracing Uniqueness.
Plans tailored to You

Relationships.
We're with you for the long term

Coaching.
Balance, confidence, well-being

Judgement Free.
Learn from the past, look to the future

Accessibility.
We're here for you when you need us most

Passion & Experience.
It speaks for itself

About Us

We are a Locally Owned and Operated, Family Focused Business

"Our staff & clients are part of our family"

Our team scaled

Our focus at Lake Macquarie Financial Planning is on making your life easier by taking the money worry out of the equation, so you can get on with living and achieving your goals.

Free from judgement, we will get to know you and your situation so we can work with you to achieve both your short and long-term goals. We will tailor a financial plan for you that is as unique as you are!

With 25 years of experience in Financial Planning and a genuine desire to build long-term, supportive relationships, you can rest assured you are in safe hands at Lake Macquarie Financial Planning.

What to Expect – What is Financial Planning?

What to Expect – Our Process

What to Expect – Success Stories

Building long-term relationships for over 25 years

Client Testimonials

Frequently Asked Question's

Yes – the first step in our process is to learn about you and your goals and to see if our solutions are a match for your needs. We will do this at our expense.
Yes – we will not undertake a product or strategy solution unless we can guarantee that you understand all that you wish to know, it meets your needs and is in your best interests.

The Fee for Service for your selected package can be settled via Direct Debit, BPay and EFT from your Credit Card or Bank Account. Where your advice includes Superannuation advice, you may be able to choose that some of your Fee for Service is debited from your Superannuation account.

Yes – we uphold strict Privacy Principles. You will need to authorise us to obtain personal information or provide your information to any third party.

The cost to research, prepare and implement your advice will depend on the service package you select and the Scope of Advice we agree upon. We will not undertake any advice preparation without your agreement to the Scope of the advice and Fee for Service payable. Please refer to our FSG for further information.

We usually request that you set aside an hour and a half for each consultation to allow us to be sure we understand your needs clearly. Typically two to three consultations will be required to get from “Getting to Know You” to “Plan Implementation”.