We are Retirement Specialists
Lucrum Financial Solutions is committed to working with you to ensure your retirement is a happy, financially stable one. Proudly a member of Integrated Wealth Solutions (IWS), our team of experts is devoted to providing you with high quality, specialised service tailored to your needs and situation.
Our focus is to provide clients with the knowledge and understanding to take total control of their financial future. We will deftly guide you through a whole range of creative financial options and effective strategies to maximise your funds and allow you an outstanding retirement.
Our Pledge to You :
- We will conduct ourselves in an unbiased manner, and put your interested first at all times.
- We will treat you fairly.
- We will be clear about the services we can provide, and the services we cannot.
- We will be friendly, courteous and responsive.
- We will act with integrity, honesty and openness in everything we do.
- We will remain totally transparent.
- We will absolutely respect your confidentiality.
We expect to develop a long-term partnership with you, to help you achieve your lifetime financial goals.
We will aim to meet agreed deadlines and where we cannot – we will update you as early as possible.
We measure our success based on your satisfaction with our services.
Simply – we put you in control of achieving your financial future.
When we sold our business and retired, we did not know how to invest our money for retirement, We approached our St George bank who steered us to the Financial Planner, who later became the Principle ofIntegrated Wealth Solutions. They set up an Allocated Pension and an investment portfolio. Both Portfolios have done very well.
What we like about Integrated Wealth Solutions is that they have been completely trustworthy, and we have never had to worry about the Financial side of our Retirement.
We would recommend them to anyone.