Managing your Financial Planning

Building our client’s wealth is our top priority. The sooner we can help you make well-informed
financial decisions, the sooner you can reach your own definition of financial success / financial freedom.

CONTACT CALL 02 9891 9333

Financial Freedom

The universal truth we hear when talking with clients is that they wish they had started their journey to financial freedom much earlier:

I wish

-I started Investing earlier
-I got my insurances in place earlier
-I set myself a personal budget earlier
-I purchased an investment property earlier
-I Had Started earlier

How we manage your Financial Planning
Statistics show that entry costs are lower if you start today, compared to starting in 1, 2 or 10 years’ time. Think house prices, life insurance premiums, and stock market indexes.
By giving you as much valuable information as possible, we empower you to take the steps you need to take to commence your journey and manage your wealth over the years to come.
We’ll build a tailored plan together and be with you every step of the journey. We strive to build lifelong partnerships.

Plan your future for tomorrow

LMS Advisory Pty Ltd

Services

Investment Planning
Whether you’re a first-time investor or an experienced one, our investment planning services can help you maximize your returns and achieve your financial goals.
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Insurances
We understand that unexpected events can have a significant impact on individuals and businesses, and that insurance can play a critical role in mitigating financial risk. That’s why we offer a range of insurance services to help our clients protect their financial wellbeing.
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Superannuation / SMSF
Our superannuation planning services can help you achieve your retirement goals by developing a comprehensive plan that aligns with your financial situation, go
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Retirement Planning
We provide personalized retirement planning services that take into account each retiree’s unique financial situation, retirement goals, and risk tolerance. Our services include retirement income planning, investment management, tax planning, estate planning, and risk management.
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Wealth Management
Working with a professional wealth manager can provide you with peace of mind, knowing that your financial resources are being managed in a disciplined, comprehensive, and effective manner.
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Real Estate / Portfolio Planning
Our real estate planning services can help you build a portfolio of rental properties that will provide you with passive income and capital growth into your retirement.
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Assett Protection & Structuring
When individuals have accumulated significant assets and wealth, and their financial situation is complex enough to require more sophisticated planning, it becomes important to consider asset protection and structuring strategies.
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Not sure what services you need?

If you're not sure which services you need or where to start,
don’t worry—we’re here to guide you.

Our team of experienced advisors will assess your business and personal financial situation to recommend the right solutions tailored to your unique goals.

Book an initial discovery session with us to explore your options and take the next step towards financial clarity and success.

LMS Advisory

What our clients say

Discover how we've helped businesses like yours succeed with our
comprehensive, relationship-driven services.

Alexander and the team at LMS are our most valued partners at every level.
As a family-owned small business in the manufacturing sector experiencing significant growth in a dynamic international landscape, having LMS by our side provides us with the peace of mind to expand and grow confidently.
Over the past 15 years, LMS has been integral to every aspect of our business, from hiring practices to mapping and troubleshooting our ambitious expansion plans.
Their attention to detail, advocacy for us as clients, and willingness to speak hard truths is both refreshing and comforting. I couldn’t recommend Alexander and LMS more highly as a trusted and invaluable partner for any business.

Vincent R Chetcuti

Director - Royal Touch Paper Products

Let’s discuss your business and your goals

Ready to collaborate to financially enable your business’ growth?

Contact LMS Advisory today for a discovery consultation.

Let’s explore how we can support your growth goals and provide the financial insights you need to succeed.