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We have been dealing with Integrated Wealth Solutions for a number of years regarding superannuation. More recently, we have sought advice regarding other investments. Integrated Wealth Solutions prepared plans tailored to our needs and we have always felt confident in their ability and expertise in managing our ongoing affairs. All staff are helpful and we would have no hesitation in referringIntegrated Wealth Solutions to family and friends.
Safeguard Your Financial Future
It is imperative that you make informed financial decisions, especially during retirement as both the legislative environment and global market can be erratic and volatile. The team at Lucrum Financial Solutions has up-to-the-minute knowledge and specialise in retirement planning and strategy. You can relax while we secure your financial future.
As part of our service, our Financial Planners will get to know your situation so that we can provide the most relevant advice and strategies to best position your assets. We will only ever provide you with advice that is tailored to your needs and objectives. As experts who specialise in retirement planning, we understand that a cookie-cutter approach is not conducive to providing the best possible service. Through our personalised advice, Lucrum Financial Solutions can help you with:
- Accessing your Superannuation;
- Superannuation rollover advice;
- Income Stream Advice;
- Transitioning to Retirement;
- Investment strategy advice;
- Tax effective investment planning;
- Boosting your Centrelink entitlements;
- Effective budgeting measures;
- Estate Planning advice;
- Among many others.
We will present our recommendations to you in a way that is clear, concise and easy to understand. Lucrum Financial Solutions will work with you to actively build, manage and protect your wealth so that you can sit back, relax and enjoy your retirement.
Over the years we have been operating, the team at Lucrum Financial Solutions have developed expert knowledge in retirement strategies and investment programs. We have been successfully navigating ever-changing legislation and unstable global markets since our inception.
Our service is designed for people who want to make their finances as efficient as possible but who do not have the time, knowledge or inclination to do it on their own. By understanding your ambitions, aspirations and fears, Lucrum Financial Solutions can help ensure that your finances do what you need them to do, both now and long into the future.
Our approach to investment is built on academic research, not flavour of the month fund picks, fashion fads or the amount of remuneration payable. We build diversified portfolios, tailored to satisfy your appetite for risk and reward. A further fundamental aspect to our beliefs is the need for regular, structured reviews to rebalance portfolios as markets adjust from agreed parameters.
Our staff believe in friendly and efficient professionalism that delivers lasting results. We enjoy delivering success to our clients and take pleasure in helping them to achieve their goals.
Our Six Stage Approach has been specifically developed to ensure you receive the best possible service and receive advice that is totally relevant to your own personal situation.
Our Dealer Group
Securitor is an Australian Financial Services Licensee and a principal member of the Financial Planning Association (FPA).
Securitor Financial Group Ltd ABN 48 009 189 495, AFSL and Australian Credit Licence 240687, is a wholly owned subsidiary of Asgard Wealth Solutions Ltd ABN 28 009 143 597 which is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141.