Wealth

Wealth Consulting

In an uncertain and complex world we aspire to help you get greater certainty in your financial life with independent financial planning advice.

Our aim is to:

  • help you to achieve your personal goals and
  • deal with the financial complexity in your life

Our independent financial advice and management services for an agreed professional fee provides you with:

  • Peace of mind through greater certainty that you will achieve your objectives.
  • Help in making wise financial decisions that are in your best interests.

We focus on the financial outcomes you aspire to and offer the planning and project management skills, underpinned by strong technical knowledge, to help maximise the probability of you achieving your goals.

Since we take our independence seriously we have chosen to provide our independent financial planning services through our own Australian Financial Services License (AFSL 422763), with advice provided by a CERTIFIED FINANCIAL PLANNER® professional and SMSF Specialist Advisor who is also a registered tax agent.

This enables us to provide independent financial planning advice that, in our professional judgement, is in your best interest, without ties to any financial services organisations.

For those who have not engaged professional financial plannning services before we recommend you visit our What is Financial Planning and How Can it Help page to find out more.

Those who have used financial planning services before may prefer to go on to our Where do I start page.

Further details of the Lockwood and Ward in-house financial planning service are outlined in the Wealth Consulting service flyer.