Lockeridge Financial Advisory

07 5597 5550

  • Home
  • Services
    • Wealth Accumulation
    • Pre-Retirement
    • Retirement
    • Personal Wealth Protection
    • Aged Care
    • Estate Planning
  • Resources
    • Aged Care Gurus
    • Preparing for The First Meeting
  • Latest News
  • About Us
  • Contact Us
    • Location

Services

We do provide a wide range of services… However, we cannot predict the future.
We offer you the peace of mind to know that we will sort through a wide range of investment products, the complexity of financial markets, economic statistics and the various regulations and legislation along with their constant changes to give you the protection you desire.

We have a clear understanding of long term wealth creation and protection but we cannot predict the future direction of financial markets, nor can we influence them. We do not create unrealistic expectations although we will tell you what is achievable.

We passionately strive for the highest standard in all we do and will always do our up-most to provide you with the quality financial planning service you deserve.

Trusted Financial Planning Services

Trusted Financial Planning Services

The Services We Provide

  • Wealth Accumulation
  • Pre-Retirement 
  • Retirement
  • Personal Wealth Protection
  • Aged Care
  • Estate Planning

Financial Planning Gold Coast – Our Process

Strategy Development
• Jointly Developed
• Based on lifestyle, cash flow, timeframe and risk/return.

Strategy Recommendation
• To achieve outcomes to meet your lifestyle goals.
• Cover assets, liabilities & Risks.

Implementation
• Jointly commit to portfolio goals
• Implement agreed strategy
• Confirmation on completion

Ongoing Planning
• Review all aspects of progress
• Communication
• Reviews.

Ongoing Services
• Education on financial management
• Co-ordination of all aspects of your financial life.

 

Contact our financial planning Gold Coast team today to book a consultation,

Please Call 07 5597 5550

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Links

  • Home
  • Services
    • Wealth Accumulation
    • Pre-Retirement
    • Retirement
    • Personal Wealth Protection
    • Aged Care
    • Estate Planning
  • Resources
    • Aged Care Gurus
    • Preparing for The First Meeting
  • Latest News
  • About Us
  • Contact Us
    • Location

Services

  • Aged Care – We Care
  • Estate Planning
  • Personal Wealth Protection
  • Pre-Retirement
  • Retirement
  • Wealth Accumulation

Contact Info

Address: Suite 2b, Level 1, 14 Carrara Street, Benowa QLD

Phone: 07 5597 5550

Fax: 07 5597 0047

Email: admin@lfa.net.au

Julie Lockeridge and the Lockeridge Financial Advisory Pty Ltd ACN 604 170 416

Authorised Representatives of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995,

Australian Financial Services Licensee AFSL 230323,

Register Office of Consultum is Level 6, 161 Collins Street, Melbourne VIC 3000

Copyright © 2022 Lockeridge Financial Advisory. All Rights Reserved.

Admin