Lakeside Consultants
About the Business
Welcome to Lakeside Consultants, located at 99 Bay Street in Brighton, Australia. As a leading establishment in the finance and legal industry, Lakeside Consultants is your one-stop destination for all your financial needs.
At Lakeside Consultants, we understand the importance of having a complete and accurate picture of your personal finances. That's why we offer a user-friendly platform that allows you to easily manage all your financial information in one convenient location. From tracking your expenses to monitoring your investments, our platform provides you with the tools you need to stay on top of your financial situation.
When it comes to insurance, we believe in providing the best products that are tailored to your individual needs. Our team of experts will work closely with you to understand your unique circumstances and recommend the most suitable insurance solutions. Whether you need personal risk insurance or business insurance, we have you covered.
In addition to insurance, Lakeside Financial offers a wide range of services to help you grow and protect your personal wealth. Our comprehensive offerings include lending, financial planning, wills, estate planning, and accounting services. By integrating these services, we provide you with multiple pathways for future growth and ensure financial security and freedom for you and your family.
We pride ourselves on our personalized approach to financial services. We understand that everyone's circumstances are different, and that's why we tailor our solutions to meet your specific needs. Our team of experienced professionals will take the time to understand your goals and develop a customized plan that aligns with your objectives.
At Lakeside Consultants, we also understand the importance of planning for the future. That's why we ask critical questions like, "Is your estate structured to care for your family?" and "Is your life insurance and income protection enough?" We believe in proactive planning to ensure that you and your loved ones are protected no matter what life throws your way.
Whether you are an individual looking for personal financial advice or a business seeking expert guidance, Lakeside Consultants is here to help. With our unrivaled service, comprehensive range of products and services, and personalized approach, we are committed to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure and prosperous future.
Location & Phone number
99 Bay Street, Brighton, Victoria 3186, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been dealing with Matt at Lakeside Financial and they have been extremely unprofressional and are severely lacking in any form of communucations. I agreed to everything back in Dec 2022 and thought they processed my numerous insurances. But they somehow forgot to lodge my IP insurnace and it wasn't until March 2023 they got back to me asking for more questions - no apologies. Finally my IP was processed this month in May 2023, but they charged me almost $1,000 more than I was quoted. This was 50% increase! Multiple emails to Matt and Frances have been ignored since then. I guess they've got their commission and don't care anymore. STAY AWAY FROM THIS COMPANY."
"Glen sent this email to me: "I just wanted to let you know how impressed I was with the level of service moving my loan from ANZ to Macquarie Bank with Brad. The process was extremely fast and I was constantly kept in the loop about where things were up to and what the next steps were. I would also like to acknowledge the professionalism and constant follow up of the other members of your team who were also outstanding in Jai Florent (Trainee Mortgage Adviser) and Leah Gillham (Personal Assistant/Loan Support Officer) – can you please pass on my feedback to them"."
"These guy's are hands down the most professional, knowledgeable and helpful outfit I have ever had the pleasure to deal with on all things financial. Mark McCudden was next level with his ability to deliver the best outcome imaginable. It's a given that Lakeside Financial will have all my business going forward. A truly exceptional experience!"
"Have found Lakeside very accommodating and advice that has saved me thousands. Great Service and friendly staff. Thanks Ross and the team."
"Friendly, enthusiastic staff who passionately provide priceless advice ranging from tax to insurance and estate planning."
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