At Lake Macquarie Financial Planning you are not just a number. We have a genuine desire for deeper client relationships and we want to be there to help you create and celebrate your success. With over 20 years of experience in Financial Services our passion is supporting and inspiring change in peoples' lives.
If you want to understand the choices available to you to create your perfect financial future, we invite you to experience the Lake Macquarie Financial Planning difference. Perfect Retirement: It can be daunting. The rules keep changing, there is a lot of jargon, so much conflicting information that can make it difficult to decide what is right for you.
If you want to understand the choices available to you to create your perfect financial future, we invite you to experience the Lake Macquarie Financial Planning difference. Perfect Retirement: It can be daunting. The rules keep changing, there is a lot of jargon, so much conflicting information that can make it difficult to decide what is right for you.
Services
Who We Are
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Tony has been providing creative Financial Planning solutions for Lake Macquarie, Newcastle and Hunter based clients since 1997. Tony is our Practice Principal and is a Certified Financial Planner. Tony sees his role as inspiring and supporting change in peoples' lives.
This is best achieved by supporting clients over the long term, by creating the space for open and honest communication, providing an understanding of the choices available and the tools to make choices.Tony's vision is to build on our team of Financial Services Professionals who, at their core, stand for the delivery of client focused, value based outcomes.
This is best achieved by supporting clients over the long term, by creating the space for open and honest communication, providing an understanding of the choices available and the tools to make choices.Tony's vision is to build on our team of Financial Services Professionals who, at their core, stand for the delivery of client focused, value based outcomes.
Who We Help
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We call it the "Real Transition to Retirement", maintaining a comfortable lifestyle now whilst preparing for when its just "money at work" and not "man/woman at work". It can be daunting. The rules keep changing, there is lots of jargon, so much conflicting information that can make it difficult to decide what is right for you.
Testimonials
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We are proud of our ability to create and maintain long term relationships and we never stop looking for ways to add value. Read what our satisfied Clients have to say of their experience with LMFP. Before I met with Tony I had really only used bank accounts to save. Although I knew this was a safe way to go, I also knew that this way it was going to take forever to reach my goals.
Contact
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Feel free to give us a call during office hours, or send us a message using our contact form. We aim to respond to all queries from our site within 24 hours. This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.
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