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We are proud of our ability to create and maintain long term relationships and we never stop looking for ways to add value. Read what our satisfied Clients have to say of their experience with LMFP......

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 me get clear on my goals and 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

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 investment markets? We also needed our tax sorted out and deal with John's Mother's estate - we thought we would never get there!

​Tony helped us to find a clear way through and made it easy for us. His process meant we could tick off the boxes one by one.

​Tony's help allowed us to maintain the same income as before retirement. We never thought we would be eligible for any support for Rosemary's medical expenses from Centrelink and that support has really made a difference. His experience took the sweat out of filling out all those forms and the knowledge of what was required was invaluable to us.

We can now get away in the caravan whenever we want and can feel secure about the future. We have no hesitation in recommending Tony for Financial advice. 

John & Rosemary, Warners Bay, NSW


If you would like to find out more about Lake Macquarie Financial Planning and see if our unique system is a match for your needs, then feel free to contact us!

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Copyright © 2020 Lake Macquarie Financial Planning

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.

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.