Personalised strategies for growing and protecting your wealth

Empower your personal financial growth with expert guidance.

At LMS Advisory, we understand that your personal wealth is just as important as your business success. So, our personal wealth services are designed to help you grow and protect your assets, ensuring that your financial future is secure and well-aligned with your goals outside of your business.

CONTACT CALL 02 9891 9333

Supporting your personal finances journey

Explore our personal wealth accounting services:

Personal Goal Planning
Budgeting
Property Portfolio Planning
Extracting Wealth from your Business
Financial Planning
Business Exit Planning
Retirement Planning

Building a secure financial future
Personal wealth management is key to financial independence, peace of mind and long-term security.
Whether you’re planning for retirement, expanding your property portfolio or extracting wealth from your business, LMS Advisory helps you create a comprehensive strategy that aligns with your personal financial goals.
Live the life you want to live tomorrow with smart wealth and financial planning today.

Protecting your wealth while planning for tomorrow

Personal wealth management keeps you on track by ensuring that your assets and investments are well-aligned with your long-term financial objectives.

Here at LMS Advisory, we can provide ongoing guidance on your personal wealth, including how to extract wealth from your business, grow your property portfolio and secure a comfortable retirement.

With us by your side, you can confidently make decisions that protect your financial future.

Holistic Financial Planning

LMS Advisory takes a holistic approach to personal wealth management, integrating your business and personal financial goals.

We provide tailored strategies for property investment, budgeting and retirement planning, ensuring your wealth is structured for both growth and security. Our expert financial advisor team works with you to open up more opportunities and build a lasting legacy so you gain full financial sovereignty.

LMS Advisory Pty Ltd

Services

Personal Goal Planning
We work with you to define and achieve your personal financial goals. Whether you’re looking to save for retirement or invest in property, LMS Advisory provides tailored advice that aligns with your aspirations.
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Personal Budgeting
Effective budgeting is the key to managing your personal finances. LMS Advisory helps you develop a clear and realistic budget that supports your financial goals, whether it’s saving for a major purchase or building long-term wealth.
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Property Portfolio Planning
Building a property portfolio can be an excellent way to grow your wealth. LMS Advisory provides expert guidance on property investment financial strategies, helping you maximise returns and minimise risk.
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Extracting Wealth from Your Business
If you're looking to extract wealth from your business, LMS Advisory can help you do so in a tax-efficient way. Our strategies ensure that you retain as much of your hard-earned wealth as possible.
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Financial Planning
LMS Advisory’s financial planning services help you create a long-term strategy for managing your wealth. We provide tailored advice on investments, savings and asset management, ensuring your financial future is secure.
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Business Exit Planning
Planning to exit your business? LMS Advisory provides strategic advice to ensure a smooth transition, allowing you to extract maximum value while planning for your personal financial future.
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Retirement Planning
Our retirement planning services help you prepare for the future with confidence. LMS Advisory works with you to create a retirement strategy that aligns with your goals, ensuring that you can enjoy financial security in your later years.
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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 the growth of your own wealth?

Contact LMS Advisory today for a discovery consultation.

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