Lockeridge Financial Advisory

07 5597 5550

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Wealth Accumulation

We will look at where you’re at and where you want to be in your wealth journey and look for opportunities to either enhance your existing wealth accumulation plan or create a new one.

When you’re building wealth, life can be complicated. Raising a family, building a career, getting a quote for that extension or upsizing into a bigger home – the challenges and opportunities are significant. At this stage, protecting the things you care about is also critical.

The big issues you need to deal with are keeping an eye on minimising expenses, and what happens to a young family if you get hurt and cannot work.

Trust The Professionals With Your Wealth

Trust The Professionals To Grow Your Wealth

If this sounds like you, we can help with other services including:

  • Family with many growing children
  • Children’s school fees
  • Own a home, that needs renovation or extension
  • High daily living expenses
  • Married, dual income
  • Children’s health expenses
  • Own an investment unit
  • Planning for a baby
  • A single parent with children
  • Parental support
  • Career demands may mean relocating
  • One or both high income-income and/or self-employed
  • One or both part-time employed

Key strategies to help when you’re growing and protecting your wealth:

  • Superannuation planning
  • Risk insurance (life insurance, income protection and trauma)
  • Maximising investments
  • Debt management (personal and home loans)

Contact our team to make a consultation to discuss your wealth accumulation plans.

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