LG Wealth

Welcome to LG Wealth, located at 100 Flinders Parade in North Lakes, Australia. As a leading establishment in the finance industry, we are dedicated to providing holistic financial advice tailored to meet your individual needs and objectives.

At LG Wealth, we understand the importance of comprehensive financial planning. Whether you need assistance with insurance review, retirement planning, tax-effective strategies, or any other financial decisions, our experienced team is here to guide you every step of the way.

With over 15 years of industry experience, we have successfully assisted clients through various economic climates, including the Global Financial Crisis and the challenges posed by COVID-19. We pride ourselves on building lasting relationships with our clients, offering a personal touch to help you navigate life's financial journey.

We understand that not everyone requires a full financial plan. Sometimes, all you need is guidance to point you in the right direction. Our professional strategic advice takes into account the complexities of investments, taxation, structures, and the ever-changing rules and regulations. We offer financial strategy planning sessions to get you on the right track towards achieving your goals.

Retirement planning involves navigating through a myriad of complex regulations and rules, as well as understanding potential Centrelink entitlements. At LG Wealth, we specialize in providing financial advice during the lead-up to retirement and throughout your retirement years. Our aim is to help you maximize your super savings strategies, reduce personal tax, and create a personalized pension plan that aligns with your objectives, ensuring a consistent income throughout your retirement.

Unlike short-term market timing strategies, we believe in taking a long-term strategic approach to building long-term wealth. We understand that it's time in the market over multiple market cycles that truly creates lasting financial success. Whether you prefer shares, managed funds, exchange-traded funds (ETFs), property, bonds, fixed interest, cash, or any other investment, we can tailor your portfolio to align with your specific goals.

Most Australians have a super account, but is yours optimized to meet your goals and objectives? When was the last time you reviewed its performance and underlying fees? We can help you ensure that your superannuation is being utilized in the most tax-effective manner, as it is usually the best method of investing in Australia. Simply relying on employer contributions may not be enough to build a sufficient nest-egg for your retirement.

While it may not be pleasant to think about, having the right insurance coverage in place can make a significant difference when unexpected events occur. We believe in forming a well-rounded protection plan that covers death, disability, accidents, and illnesses. By reviewing your insurance regularly, we can ensure that you and your dependents are adequately protected in case of unforeseen circumstances.

Estate planning is another crucial aspect of your financial journey. By taking the time to structure your estate plan correctly, you can reduce the burden on your family in the future and have peace of mind knowing that your financial assets will benefit those you intend. We work with partner companies to provide you with simple, cost-effective wills or more complex comprehensive wills that cater to your family's specific needs.

Led by Andrew Bowker, an experienced financial planner with a track record of success, LG Wealth is committed to adding value to our clients' lives by providing holistic financial advice and building long-term relationships. We offer a comprehensive view of your financial position and recommend strategies to help you build and protect your wealth, reduce your tax burden, and plan for a secure retirement.

It all starts with your goals and objectives. From there, we determine which areas of your portfolio require assistance and tailor our advice accordingly. Whether you need assistance with building a bespoke investment portfolio, retirement and tax planning, insurance, or estate planning, our team is here to assist you every step of the way.

We recommend meeting with us at least annually to review your portfolio, which includes insurance, superannuation, estate planning, tax, and a strategic financial plan. By regularly monitoring and adjusting your financial strategy, we can ensure that it remains aligned with your goals and objectives.

Andrew Bowker (AR#1267101) and LG Wealth Pty Ltd (CAR# 1297478) are Authorised Representatives of Crown Wealth Group Pty Ltd AFSL No. 494274. For more detailed information about our services, please refer to our Financial Services Guide version 4.7, available on our website.

We are conveniently located at Unit 6, 100 Flinders Parade, North Lakes, Queensland 4509, Australia. We also have a branch at Skinner Avenue, Wellington Point, Queensland 4160. We look forward to assisting you in achieving your financial goals and building a secure future.