Our clients always come first

Over the past 14 years I have gained a wealth of knowledge and experience in helping clients with their financial planning needs. I am a Certified Financial Planner; having also completed the Graduate Diploma of Financial Planning from FINSIA and a Bachelor of Commerce from Deakin University. I am passionate about helping my clients and listening to what is important to them. I seek to understand what my clients want to achieve, and then translate their opportunities, goals and concerns into a personalised plan that meets their needs. 

Specializing in

Superannuation

Self-Managed Super Funds
Including set up and ongoing review
Superannuation Borrowing strategies
Retail Superannuation Funds
Superannuation contribution tracking
Comparison and review of existing superannuation funds

Investment

Investment Review of existing portfolios
Portfolio Construction and Ongoing Review
Direct Shares
Managed Funds
Property

Strategic Planning

Retirement Planning
Transition to Retirement Planning
Salary Sacrifice
Investment Structures including Family Trusts
Debt Management
Budgeting
Insurance
Protection of family/business debt in case of death, injury or sickness using:
Life Insurance Total and Permanent Disability Insurance
Trauma Insurance
Income Protection Insurance

Loans

Home Loans
New Loans
Re-financing
Investment Property Loans
Commercial Property Loans

 

Contact Laurium Private Wealth


Phone: (03) 8560 0988

Email: enquiries@lauriumprivate.com.au

Address: 1A Jersey Parade, Carnegie, VIC, 3163

Website: www.lauriumprivate.com.au