Professional consultants in

Wealth Management

Your personal financial planner will create a customised wealth management strategy designed just for you.

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Can you afford your life dreams? Build your wealth and financial security.

To develop a customised financial plan to reach your life goals and secure your financial future, start with getting the best possible advice from a professional financial planner. Lipin Partners’ financial advisers are committed to helping Australians to achieve the way of life and retirement peace of mind that they need.

Because everybody’s situation is unique to them, so are our tailored recommendations on how to aim for and reach your wealth management goals. After an initial consultation with you to completely understand your financial circumstances, stage of life, desired lifestyle and retirement objectives for you and your family, our advisor will develop a personal wealth creation plan that is right for you.

Our financial planning approach at Lipins Partners

Our financial planning approach identifies key areas including your income and expenditure, short-term financial commitments; and financial and retirement objectives. We help you achieve your goals via a tax-effective wealth management plan customised for your income needs, risk protection profile and savings capabilities. Get the future you want.

Estate Planning

Estate Planning and Succession Planning Questionnaire
Estate and Succession Planning A5 brochure
Dying Intestate for Clients

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives.

Need professional help?

Contact one of our professional advisors for an initial no-obligation discussion.

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