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.
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.
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.
Why choose us?
Single advisory solution
LCI Partners offers all the 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.
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.
Start a conversation
Let’s get started. Call us today (02) 9891 6044
Together, we can create something amazing.