To our clients, Lakeside Wealth is a crucial component in formulating a road map through life stages so you achieve all that you want in life from both a lifestyle and financial perspective.
The financial road map is best designed from an early age and continues well into retirement. We have found that those who review their plan along the journey are able to adapt and take advantage of current market and legislative opportunities.
Our Wealth team works closely with clients in a ‘project management’ style, working step by step to ensure all aspects of our clients’ needs are met. We cater for simple superannuation rollover plans to the most complex of retirement plans.
The Lakeside Insurance Division is an Authorised Representative of Pareto
Group Pty Ltd ABN 11 155 278 078
Trustee for Pareto Group Trust
ABN 47 863 741 814, AFSL No. 418 700
Our team has expertise in areas such as:
- Wealth Accumulation
- Appropriate structuring of your affairs (i.e. Trusts, SMSF’s, Company, etc.)
- Asset Ownership Structures
- Cash Flow Management
- Tax Effective Investment
- Superannuation and Retirement Planning
- Risk Management
- Gearing Plans
- Asset Protection
- Government Benefits