Your trusted wealth management partners

Advice • Investments • Superannuation • Risk Insurance

LCI Wealth brings you advisors, financial planners, and wealth management experts who stay close and partner with you to create a legacy that lasts.

With the world changing at an incredible pace, globalisation, digitalisation and innovation are shaping a new world, a new way of doing business, and a new era of wealth management.

Diversification, risk management, asset allocation, having the right investment strategy that meets your families growing and ever-changing needs, all have never been as important as they are today.

This makes strategically growing and protecting your wealth now more important than ever, but going it alone, making plans, and putting them into action by yourself can feel like an impossible task.

When you work with us, you’ll access the advice, support, and team you need to guide you and your family, help you navigate change, and to create a more financially secure tomorrow.

Start a conversation

Grow your wealth

Let LCI Wealth help you to:

Identify your goals

Build a roadmap for what you would like to achieve in the short, medium, and long term, and aligning this to your family, business, and financial goals.

Investment structures

Putting the right foundations in place for taxation, security and success.

Create your investment strategy

Work with you to create a strategy and plan that works for you, your family, and your business.

Inter-generational wealth transfer

Preserve your wealth and ensure your assets are protected, with a strategy to transfer family wealth into the hands of the next generation.

Socially responsible investing

Aligning your investments to your values, combining environmental, social, and governance (ESG), ethical values, with responsible investments.

Philanthropy

We’ll work with you to create a legacy that lasts, and help you achieve your philanthropic goals, and see the direct results and impact of your giving.

Minimise risk

We’ll work with you to protect, grow and preserve your wealth.

Know your behaviours

Coaching and behavioural finance, understanding how your mindset, patterns, and values impact your finances.

Your single advisory solution

LCI Partners offers all the advisory services you need in one place and collaborate to give you better outcomes.

Let’s get started

FINANCIAL SERVICES ARE PROVIDED BY LCI WEALTH PTY LTD ABN 21 124 037 136.
CORPORATE AUTHORISED REPRESENTATIVE (NO. 1246264) OF INTERPRAC FINANCIAL PLANNING (ASFL: 246638)

Trusted Partners for Life

Continue your journey to financial security with the help of an experienced advisor from LCI Wealth.

Our experts have far-reaching experience and will help you to avoid information overload, refine your strategies, strengthen your financial position, and adapt to our evolving world.

A partnership with us gives you long-term peace of mind and confidence that your family will continue to benefit from the results of your hard work and determination for many years to come.

Financial Services Guide (FSG) Part 1
Financial Services Guide (FSG) Part 2

Why choose us?

Single advisory solution

LCI Wealth offers all the wealth advisory services your family and business need and collaborates to give you better outcomes.

Proud history

We have been helping clients across Australia to protect and grow their wealth without stress for over 30 years.

Personal relationships

We get to know you and see ourselves as your partner in long term financial security and success.

Proactive service providers

Our professional team will come to you with ideas and recommendations that are based on up-to-date knowledge and best practices.

Experienced, knowledgeable team

We only hire the best and invest in professional development, so we can help our clients to achieve so much more.

Trustworthy & dependable

We care about your results and are excited to play a role in your wealth-building success story.

Let’s get started

Protect and grow your assets with support from the experts at LCI Wealth.

As financial advisors, we understand that true wealth creation is a marathon, not a sprint.

To find your path to prosperity, we look at your assets in their entirety before identifying the opportunities for growth by minimising risk.

We will be your partners in wealth creation as we learn what’s important to you and help you achieve a more financially free future.

Meet your team

Start a conversation

Let’s get started. Call us today (02) 9891 6044

Speak to your team

Together, we can create something amazing.