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Lakeside Financial Planning Pty Ltd is a
Corporate Authorised Representative
of Matrix Planning Solutions
ABN 45 087 470 200, AFSL No. 238256
“We loved the extremely personal approach to helping us. Lakeside are very professional and provide an excellent service. They always respond quickly to any questions we have and see us as individuals rather than one of the masses. We would definitely recommend them to our friends and family.”
“We unreservedly trusted Lakeside when they recommended we sign up to Prospera. We understood the long term nature of the strategy and Lakeside constantly kept us up to date on market conditions and how our portfolios are performing. It is this level of personal and proactive service that makes them stand out. We trust their employees and their advice.”
“We would recommend Lakeside to all our friends. Their friendly, thorough and personal approach is second to none. You never feel you are being pushed into any decision and they communicate relevant information regularly to make the whole planning process easier. We would reiterate that they are extremely trusted by us and all our friends.”
“The information that Lakeside provide is grounded in solid research and genuine advice. They have been highly responsive to all our queries and provide us with good feedback and reports. We were amazed at the level of customer service when Lakeside completed arduous research into our portfolio and contacted us personally to advise us on what we could do next. The level of service is second to none and we would definitely recommend them to others.”