Achieve financial independence with expert wealth management from LDB
Our holistic planning and personalised strategies turn your financial dreams into reality. Explore our comprehensive services designed to maximise your wealth and safeguard your future.
Whatever our stage in life, we all have dreams for the future.
A good financial plan begins with a dream, turns it into a goal, and then plots a course to achieve it. While the nature of our goals may differ, most rely in some way on financial security and, ultimately, independence.
We take a holistic approach to financial planning, drawing on a wide range of knowledge and powerful tools to help our clients achieve a higher level of financial independence.
We are a proudly self-licenced company and operate an internal investment committee to ensure that our clients are receiving the best possible advice we can offer.
Investment strategy and management
Personal financial advice and wealth creation
Retirement planning
Australians are living longer, healthier lives than ever before.
For a growing number of people, it’s quite realistic to expect to spend 30 or more years as a retiree, making retirement planning one of the most important priorities of financial planning.
Personal insurance advice
Estate planning and trusts
Financing major life events
The big moments in life, from getting married through to retirement, are precious; however, it helps to plan ahead financially for these special moments.
Contact Us
Secure your financial future today
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Give us a call on (03) 9875 2900 or fill in the contact form below to arrange a chat with one of our financial experts.
HOW CAN WE HELP?
Comprehensive strategies for your financial growth and security
Maximise your tax benefits
Unlock the full potential of your earnings with our expert tax strategies. We navigate the complexities of Australian tax laws to ensure you benefit from every deduction and incentive available, boosting your wealth with smart tax planning.
Bespoke investment guidance
Elevate your investment portfolio with our personalised strategy services. Tailored to your unique financial objectives and risk tolerance, our advice helps you navigate the Australian markets confidently, ensuring your investments work harder for you.
Secure your retirement dreams
Imagine a retirement as rewarding as your career. Our retirement planning specialists consider your aspirations, lifestyle, and the Australian superannuation landscape to craft a plan that ensures your golden years are exactly as you've envisioned.
Estate planning for peace of mind
Safeguard your legacy with our comprehensive estate planning services. We address the nuances of Australian estate law, ensuring your wealth is distributed according to your wishes, providing peace of mind for you and your loved ones.
Comprehensive risk management
Protect what matters most. Our risk management experts evaluate your financial exposure and recommend strategies to shield you from unforeseen events, ensuring your assets and lifestyle are secure against the unpredictable.
Optimise your cash flow
Transform your cash flow into a powerful tool for wealth growth. Our cash flow management services help you efficiently manage your income and expenses, reducing debt and freeing up capital for investment, all within Australia's unique economic environment.
Risk management
Secure your children's future with our education funding advice. Tailored to the Australian education system, we help you explore saving options and tax-effective strategies to support their educational journey from school to university.
Strategic charitable giving
Make a difference with your wealth. We guide you on structuring charitable donations in a way that maximises the impact of your generosity, while aligning with your values and optimising for Australian tax benefits.
Here for the long term
A financial plan is often directed towards goals that may take decades to achieve, so it makes sense to work with a firm that will be around for the long term.
Our team combines great experience with younger talent to provide effective financial advice throughout every stage of your life.
We undertake regular reviews of clients’ strategies and investments, to ensure they remain appropriate and the plan is on track. We are always available to answer any questions clients may have.
TESTIMONIALS
Hear what they’re saying about our services
LDB Wealth Solutions Pty Ltd is an Authorised Representative (no. 257930) of LDB Financial Group Pty Ltd ABN 83 161 933 777 Australian Financial Services Licensee: Licence Number 437164
