Singles or Families


It doesn't matter if you are single, married or have children - this stage of life is often the most expensive and wise decisions during this time are the key to financial security.

Recent research reveals that during these years is when most people make big purchases.  First and second homes, education for children, vehicles and holidays.

The good news is that with professional financial advice, this stage of life can also be when you make the wisest financial decisions, that will provide long term financial security and peace of mind.

Imagine being financially empowered – watching your savings grow, seeing investments flourish and knowing you’re making the most of your tax. In our busy lives, time is one of your greatest assets, but meeting the high demands of your career or the needs of your family probably leaves you with little time for managing your finances or planning for the future.

At Lakeside, we aim to build our strategy around your financial and lifestyle goals and objectives. We will work with you to create a comprehensive strategy to help you build wealth for the future while still being able to enjoy your life along the way.

Working together, we will help you understand the financial implications of your goals and objectives along with your spending decisions. Once these implications are known, we can prioritise, modify or delay any of your lifestyle goals if they were going to have a negative impact on your financial future and your lifestyle. As your adviser, we also believe it is our responsibility to provide you with ongoing financial education. That way you won’t miss out on opportunities to get ahead financially in the future.

Lakeside Financial Planners can help with:

Debt Reduction Strategies - We can help you reduce the burden, and increase the efficiency, of your debt.

Personal Risk Planning - We will help you to protect your income if something unexpected were to happen.

Personal Cash Flow Management - To help you run your personal finances like a successful business.

Investment Advice - To help you build your wealth, to enable you to have greater lifestyle choices in the future.

Superannuation Advice - to help you maximise the benefits of your superannuation. Your future starts now.

To see how we can give you a head start on your finances make a complimentary financial planning consultation with us today. Contact Lakeside on Ph (02) 9899 4555, or email enquiries@lakesidefp.com.au

Research shows that 46 is the average age when we will spend the most money. www.moneysmart.gov.au

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