Financial

Tailored for both individuals and businesses.

Financial specialists

LCI Financial Services is a specialist provider of financial planning advice tailored to meet the specified needs and goals of both individuals and businesses..

 

Years of working with highly successful individuals has proven that many are so busy with their business and other commitments that they neglect to focus on their own financial needs.

 

Our advisers can work with you to develop and implement a comprehensive financial strategy, assisting you to maintain – and grow – your wealth.

LCI Financial Services Guide

Advising you where its most important

To bring structure and control to affairs which may have become fragmented from a lack of time or experience, an understanding of the big picture and management of details are both necessary.

Superannuation
LCI Financial Services specialist corporate benefits advisers assist in reviewing and administering employer superannuation funds, group insurances and other corporate benefits arrangements. LCI also offers Self Managed Super Funds.
Direct Shares
Direct Shares needs a sound consistent approach. Our own investment team along with our Share Advice partners can tailor any type of Share Portfolio to suit the needs of any client or entity.
Managed Funds
There are five asset classes you can invest in: cash, fixed interest, property, Australian shares and international shares. Each has its own level of risk as well as a potential return. Managed funds can be used as a means to invest in any one (or a combination) of these assets.
Insurance
Our insurance services are not strategically aligned to any life or general insurer, and have the sole aim of serving clients. Maintaining your family’s lifestyle and financial well being in the case of you or your partner’s death, illness or disablement is a crucial consideration. We provide you with advice and guidance on the range of insurance offerings that is available to families, individuals and businesses.
Wealth Creation
Building a secure financial future requires diligent and researched planning. That’s why it’s essential to seek sound advice from a qualified professional. Whether you’re buying your first home, looking to invest in property or shares, or planning for retirement, LCI Financial Services Wealth Creation provides you with the support and advice you need to reach your financial goals sooner.
Investment Advice
This approach combines a robust investment philosophy and framework with quality advisers, expert research, investment personnel and strong supporting technology and systems. This approach amounts to the application of institutional grade investment practice, customised to the individual requirement of clients and their portfolios.