Business Details
14 Years
experience
Trusted Financial Advisers in Canberra
At Lawrance Private Wealth, we are dedicated to preserving and growing your wealth with a client-centric approach that prioritises your long-term financial goals. Our team of experienced advisors delivers tailored investment solutions and strategic financial planning, ensuring alignment with your unique risk profile, lifestyle, and aspirations. Founded on principles of independence and transparency, we eliminate conflicts of interest to provide advice solely in your best interest. With a focus on intergenerational wealth planning, retirement strategies, and ethical investing, we help clients across Canberra and regional Australia build sustainable legacies.Our collaborative environment fosters innovation and expertise, supported by a monthly investment committee that ensures disciplined portfolio management. We are committed to community engagement, actively supporting local initiatives like the BellaMonaro Womens Football Club. Our mission is to deliver forthright, reliable counsel, combining institutional-grade research with personalised service to safeguard your financial future.
Services
Wealth Management
Retirement Planning
SMSF Advisory
Agricultural Planning
Business Succession
Intergenerational Wealth
Philanthropy Advice
Separation Financial Planning
Details
- Year established: 2012
Highlights and features
- We offer over 15 years of combined experience in private wealth management.
- Our client-centric approach eliminates conflicts of interest through fierce independence.
- Monthly investment committee oversight ensures disciplined, data-driven portfolio management.
- Tailored strategies align with your values, including ethical and sustainable investing.
- Active community involvement demonstrates our commitment to local engagement and trust.
Services
Wealth Management
We deliver expert financial solutions backed by institutional-grade research and strategic advice. Our private wealth service is designed for high-net-worth individuals and families seeking sophisticated strategies to grow, protect, and transfer wealth across generations. We assess your financial goals, time horizon, and risk tolerance to develop a personalised investment strategy.
Retirement Planning
Tailored retirement planning helps you achieve financial independence and peace of mind. Our advice focuses on building and managing retirement savings through SMSF structuring, tax-effective strategies, and long-term goal setting to ensure a secure future aligned with your lifestyle aspirations.
Agricultural Planning
Specialised financial advice for agricultural families and businesses addresses unique challenges like seasonal income and land ownership. Our strategies focus on risk management, wealth growth, and intergenerational succession planning to secure your farming legacy.
Intergenerational Wealth
We help preserve and transfer wealth across generations with strategic planning that aligns with your family's values. Our tax-effective solutions ensure your legacy supports future generations while maintaining financial resilience against market fluctuations.
Ethical Investing
Our ethical investing approach balances financial returns with personal values, integrating ESG (Environmental, Social, Governance) principles into portfolios. We offer socially responsible investment options that promote positive environmental and social outcomes without compromising long-term performance.
People
Adam Lawrance
Managing Director & Founder
With 15 years of experience, Adam founded Lawrance Private Wealth to provide conflict-free, client-centric financial advice. He leads strategic decision-making and ensures every client receives tailored investment solutions aligned with their long-term goals.
Sam Colman
Financial Advisor & Director
Sam specialises in strategic planning, leveraging industry expertise to create custom solutions for clients. With 13 years of experience, he focuses on aligning financial strategies with individual needs while maintaining a commitment to ethical advisory practices.
Leanne Cowburn
Advice Manager
Leanne brings 24 years of expertise in wealth accumulation and retirement planning. She develops long-term strategies to support clients through different life stages, ensuring their financial plans adapt to evolving personal and market conditions.
Joseph Hoey
Provisional Financial Advisor
Joseph is completing his professional year as a provisional advisor, bringing analytical rigor to client portfolios. His focus on data-driven decision-making complements the team's approach to delivering evidence-based financial solutions.
Liam Robinson
Senior Associate
Liam specialises in early retirement planning and wealth preservation techniques. With a passion for financial freedom, he provides research-driven investment strategies tailored to clients' unique circumstances and long-term objectives.
Questions
What areas does Lawrance Private Wealth service?
We service clients in Canberra, Bowral, Goulburn, and regional Australia, providing nationwide financial advisory services through virtual and in-person consultations.
How does your investment committee operate?
Our monthly investment committee meetings ensure disciplined portfolio management, reviewing asset allocations, market dynamics, and client mandates to maintain optimal performance and resilience.
Can you help with SMSF management?
Yes, we provide comprehensive SMSF services including setup, compliance, and investment management to help you control your retirement strategy effectively.
Do you offer ethical investment options?
Yes, we integrate ESG principles into portfolios, offering socially responsible investments that align with your values while maintaining financial performance standards.
How do you approach intergenerational wealth planning?
We create tax-effective strategies aligned with family values, ensuring smooth wealth transfer across generations while protecting assets from market volatility.
What is your investment philosophy?
Our long-term, diversified approach focuses on quality assets globally, minimising trading costs while maintaining strategic allocations to preserve wealth through market cycles.
Reviews (1)
Robert Peters
Jan 03, 2022
Report
Positive:Professionalism
While they are not seeing new clients at the moment, they seem extremely professional in the way they do business.
While they are not seeing new clients at the moment, they seem extremely professional in the way they do business.
