fbpx
Financial Planning
Financial Planning

Work more confidently towards your financial & lifestyle goals with the right tailored advice

We can all get so wrapped up in our personal and working lives that planning our own wealth becomes a side issue.

But working towards a happy, healthy, prosperous retirement should begin a long time before retirement. Start managing your own private wealth with the help of the Lambourne Partners Wealth team.

Our experienced financial advisers help you:

  • Review your financial & lifestyle goals, and how you are tracking
  • Receive personalised investment recommendations based upon your goals
  • Develop strategies that will create more wealth for you and your family over time
  • Reduce financial risk with a more diverse portfolio
  • Combine superannuation with other investment options
  • Increase confidence that you’ll reach retirement with what you need
  • Choose the right insurance options to protect your wealth.

Contact our Wealth team below for a complimentary meeting and free initial assessment of how we can help you plan and achieve your financial goals.

View our Financial Services Guide
View our Privacy Policy

Book A Meeting With Our Team

  Meet with Kurt Purkiss

  Meet with Andrew Price

  Meet with Lachlan Ashelford

  Meet with Sheree King

  Meet with Lauren Smith

Financial Planning

CONTACT US

To discuss your options, contact us below or by phoning or emailing Wealth. We can normally meet within a week.

  • This field is hidden when viewing the form
    DD slash MM slash YYYY
  • This field is hidden when viewing the form
  • This field is hidden when viewing the form
  • This field is for validation purposes and should be left unchanged.

Contact Us

Please feel free to reach out to us at any time. Call or contact us on the details below to get in touch or book a complimentary consultation.
NEWCASTLE

Level 1, 56 Hudson Street
Hamilton NSW 2303

Newcastle Office (02) 4969 6600
info@lambourne.com.au

Google Maps

SINGLETON

3/6 Castlereagh Street
Singleton NSW 2330

Singleton Office (02) 5542 8165
info@lambourne.com.au

Google Maps

EAST GOSFORD

Suite A & B, 78 York Street
East Gosford NSW 2250

East Gosford Office (02) 02 4092 4111
info@lambourne.com.au

Google Maps

CONNECT WITH US