Wealth

It’s not the earning, or the saving, It’s the thinking.

Ideas come from connection. When we know you well enough—your values, what’s important to you, the goals you must reach—then we can find the strategies to grow and protect your wealth. By staying close, we’re able to check and change your portfolio as your needs change or opportunities emerge. The LCI team is here to partner with you, to notice all the possibilities, and deliver your long-term objectives for wealth.

your partner for wealth

James Trethewie

“Before I make a single investment on behalf of anyone, I invest heavily in the relationship. I was taught to always put the person before any plan, and that’s always going to be.”

Pathways
to wealth

  • Identifying financial goals
  • Creating investment structures
  • Finding tax efficiencies
  • Setting investment strategy
  • Planning family wealth
  • Philanthropy planning
  • Behavioural finance coaching
  • Minimising risk

Wealth
solutions

  • Financial advice
  • Strategic planning
  • Superannuation
  • Investments
  • Risk insurance (life, TPD, trauma, income protection)
  • SMSF (self-managed superannuation funds)
  • Estate planning
  • Succession planning
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