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.
Why Should You Trust Lucrum Financial Solutions?
Our team will always act with integrity, honesty and professionalism. We will earn your trust through our outstanding commitment to providing you with quality advice and excellent results.
We are not your average Financial Planning firm.
We have been engaged by retirees to assist with their finances for many years. Our comprehensive knowledge and understanding of the ins and outs of retirement planning means that you can rest assured knowing that your finances are in good hands.
We ensure the appropriateness of our advice to you by following our own research based Strategy First approach to the financial planning process. This means that advice will always be based on your personal circumstances, and not whatever the current investment fad is.
We offer a range of services covering (but not limited to): General retirement planning, Investment advice, Estate planning, Insurances, Handling redundancy, Superannuation (including SMSF), and Divorce settlements.
Through our Six Step Process, we get to know your circumstances, needs and objectives so that the advice and strategies we formulate are imprinted to your personal situation. This approach enables us to reduce the amount of time you personally spend managing your financial affairs.
We are absolutely passionate about the service we provide, and will strive together to achieve your goals and desired financial position.
We believe that clients should be treated in a professional, transparent and ethical manner at all times.
Trust & Responsibility
Lucrum Financial Solutions fully appreciate the trust and responsibility you place on us by engaging our services. We understand that our advice will mold your financial situation well into the future, and therefore we place a significant onus on ourselves to understand your situation entirely so that our advice is perfect for you.
In order to make sure our advice is totally relevant and tailored to your circumstances, we invest a fair amount of time and energy into the initial information gathering stage of the advice process. We will complete a comprehensive Personal Profile with you, as well as a Risk Profiling questionnaire.
Through this diligent process, we will deliver recommendations that are totally tailored to you.
Please click here for a detailed rundown on our 6-Step Process.