At Lakeside you will find a friendly team of dedicated financial planning professionals ready to help you achieve your goals and objectives. Our Advisers are all qualified and authorised to give advice and take this responsibility very seriously.
We invest in professional development, research and resources to keep up to date with legislative changes, product innovations and industry best practice. This allows us to provide an unrivaled level of trusted financial advice, specifically tailored to address your goals and objectives.
Most importantly, we listen to you. We are interested in your goals and aspirations. We are interested in what you want to achieve because we are passionate about providing you with a real, workable financial strategy that suits your lifestyle.
Our Client Services team is your first port of call when you have a query. Each of us has a passion for providing superior service, by listening to your needs and providing timely responses.
Our Financial Planners listen to you so that we have a true understanding of your lifestyle goals and objectives. We can then share our expertise so you can make informed financial decision to achieve those goals. It is about working together for the long term.