Financial and Investment Planning

Our Financial Planning Team operates under the banner of Huthnance Lomax Financial Services Pty Ltd,  a licensed dealer, (AFSL no.235096), T/AS Lomax Financial Services. Lomax Financial Services is also a Principal Member of the Financial Planning Association of Australia (FPA) .

We are privately owned and we provide advice that is not tied or influenced by any large banking or investment institution.

Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

Our qualified and experienced team are able to discuss with you your financial options, providing a three stage service in financial planning:

• Initial financial advice
• Implementation of financial plan
• Ongoing investment portfolio management

We also specialise in the establishment, management and investment of Self Managed Superannuation Funds.

We have taken a leading roll in strategic planning for clients with Self Managed Superannuation Funds and are able to tailor the fund to suit the clients needs.

Today’s changing superannuation environment is quite complex and we are well equipped through our experienced and qualified staff to provide guidance and cutting edge strategies to maximise superannuation benefits.

This experience comes from dealing with large numbers of Self Managed Superannuation Funds over many years, combined with close involvement in the Industry through meetings, seminars, and articles in the press on the subject.

The superannuation expertise overlaps with our ability to assist our clients with their retirement planning. We provide full retirement planning services, including income requirements, and projection through retirement life and investment services to assist in achieving retirement goals.

Don’t take unnecessary risks with your future.

Allow the professionals at Lomax Financial Services to guide you towards achieving your financial goals.

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