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Lake Macquarie Financial Planning
363 Hillsborough Road, Warners Bay, New South Wales, Australia
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About Lake Macquarie Financial Planning
Welcome to Lake Macquarie Financial Planning, located in the beautiful town of Warners Bay, Australia. As a trusted establishment in the finance industry, we are here to guide you on your financial journey and help you navigate through life's uncertainties.
At Lake Macquarie Financial Planning, we understand that money plays a vital role in our lives, but the amount we need depends on our individual lifestyle and goals. Our experienced team will work closely with you to develop investment strategies that align with your unique needs and aspirations.
Debt is often seen as a negative aspect of financial planning, but it doesn't have to be. We believe in choosing the right kind of debt and making it work for you. Our experts will help you understand the different types of debt and how to leverage them to your advantage.
When it comes to protecting your loved ones and securing their future, we offer a range of insurance options such as life insurance, income protection, and trauma cover. Our team will guide you through the complexities of these policies, ensuring you make the best decision for your family's financial well-being.
Retirement planning is another crucial aspect of financial security. It's never too early or too late to start planning for your retirement, and our dedicated advisors will help you create a comprehensive plan that ensures you have the means to live your best life during your golden years.
At Lake Macquarie Financial Planning, we pride ourselves on being non-judgmental and understanding. We believe in learning from the past and looking towards the future. Our goal is to provide you with a safe and supportive environment where you can openly discuss your financial concerns and goals.
Accessibility is a core value for us. We are here for you when you need us the most, ready to provide the guidance and support you require on your financial journey. As a locally owned and operated business, we prioritize building long-term relationships with our clients and becoming a trusted partner in their financial success.
With over 25 years of experience in the financial planning industry, you can trust that you are in safe hands at Lake Macquarie Financial Planning. Our team has a genuine desire to support and inspire positive change in people's lives, and we are committed to providing you with personalized financial solutions that are as unique as you are.
We offer flexible payment options for our services, including direct debit, BPay, and EFT from your credit card or bank account. If your advice includes superannuation, we can arrange for a portion of your fee to be debited from your superannuation account.
Your privacy is of utmost importance to us, and we uphold strict privacy principles. We will only obtain personal information with your authorization and will never share your information with any third party without your consent.
The cost of our services will depend on the package you select and the scope of advice we agree upon. We will always provide you with a clear understanding of the fees involved before proceeding with any advice preparation. Please refer to our Financial Services Guide (FSG) for more detailed information.
During our consultations, we request that you set aside approximately an hour and a half to ensure we fully understand your needs and goals. Typically, two to three consultations are required to progress from the initial "Getting to Know You" stage to the implementation of your personalized financial plan.
Discover your financial destination with Lake Macquarie Financial Planning. Let us help you plan your journey towards a brighter and more secure financial future.
Lake Macquarie Financial Planning operates under the Trustee for Pereira Family Trust (ABN 25 467 180 446) and is an authorized representative and credit representative of Charter Financial Planning Ltd (ABN 35 002 976 294). We hold Australian Financial Services Licence and Australian Credit Licence No. 234665.
Please note that the information provided on this website is general in nature and does not take into account the objectives, financial situation, or needs of any particular person. Before making any decisions based on this information, we recommend considering your own financial situation and needs.
The testimonials featured on our website are from clients who have willingly shared their stories. It's important to remember that everyone's situation is unique, and their choices and outcomes may differ from yours. We encourage you to carefully consider your own circumstances before determining what financial decisions are right for you.
Photos of Lake Macquarie Financial Planning
17/363 Hillsborough Rd, Warners Bay NSW 2282, Australia
Opening hours of Lake Macquarie Financial Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Lake Macquarie Financial Planning
"I am so grateful to Tony and his hardworking team! Tony genuinely listens with no judgement attached, therefore, creating a supportive environment that is grounded by honesty and a sense of safety to plan for now and the future."
"I have been with Tony for many years and would not be in the very comfortable financial position I am today without the dedication of him and his team. I highly recommend Tony as your financial planner. He listens to your expectations, can explain strategies so they are easy to understand and is genuinely invested in getting you to your financial goal."
"Tony and the crew at Lake Mac Financial Planning have been looking after my financial wellbeing for decades. They know exactly what I am trying to achieve for my lifestyle and don't hesitate to inform and guide me when changes need to be made. I would not be in the secure financial position I am in without Tony's expert knowledge and guidance."
"Tony is thorough, non judgemental and professional on all levels. His suggestions have helped my husband and I plan for a financially secure future and we are very thankful for Tony's honesty, knowledge and sound advice."
"I became one of Tony's clients around 3 years ago when I was about to be relocated due to my employment. This move was going to result in an increase in my fortnightly free cash, I sought Tony's advice on how I could best utilise this additional money to accelerate my medium term wealth growth. I have always found Tony to be excellent at explaining financial concepts and ensuring that I understand the options available to me. Tony's knowledge in personal wealth creation is excellent and I have always felt that he has my best interest at heart which has been confirmed by the performance of my portfolio. I happily recommend Tony to family and friends with my sister also a very happy client."
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