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Lawler Financial Services Pty Ltd is a member firm of Genesys Wealth Advisers, a leading financial planning organisation. We provide strategic financial planning advice and tailored financial plans, together with planning for both business and individual wealth creation initiatives, including:
- we guide clients through the maze of superannuation legislation and the ever-changing investment environment to set in place a strategy to provide a financially comfortable and stress free retirement.
We advise in all areas of superannuation, covering both personal and corporate plans, tax effective structuring and administration.
more and more people opt to manage their retirement savings themselves, therefore the use of a properly run family superannuation fund is invaluable. We assist in the establishment and administration of family superannuation funds as well as providing an appropriate investment strategy to help meet retirement goals.
estate planning is an essential component when considering the establishment of a structured and meaningful succession plan. Our system provides a checklist to ensure that the sensitive considerations of estate planning are fully examined and provided for during the preparation of a financial planning strategy. We maintain our focus on protecting and increasing the value of the estate so that the eventual transfer is fast, tax-effective, uncomplicated and in line with our clients’ wishes.
We have a well developed, proven process for the development of successful financial planning strategies, fully incorporating Financial Planning Association (FPA) guidelines.
Each of our clients is unique, with differing backgrounds and goals. Achieving individual client goals therefore requires individual attention by utilising a wide range of tools and resources. Our support structure ensures that we stay one step ahead of all developments within the dynamic world of financial and retirement planning, so that benefits or concerns can be quickly identified and addressed.
For further information please contact Mark Arnold: Email Mark
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