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Construct wealth creation and risk management plans specific to your needs

Achieving financial success requires personalised strategies. At LDB, our expert advisors provide tailored wealth creation plans, utilising various investment products, tax structures, and insurance options. We guide you through every step to secure and grow your wealth.

We all have different needs, so there is no single “one size fits all” financial plan

Developing a sound wealth creation strategy requires an in-depth understanding of saving and investment products, tax structures such as companies, trusts and superannuation funds, and the protection offered by personal insurances. The costs of making mistakes – a poor investment decision, say, or an inappropriate choice of insurance policy – can be devastating. Yet, it is impractical for most people to develop the skills required to create and implement a successful wealth creation program.

Expert financial advice

This highlights the need for expert, personalised advice. It’s the key to unlocking the many opportunities for wealth creation available today while minimising the financial risks associated with natural disasters or major health events.

LDB’s financial planners are skilled in the art of designing wealth creation and protection plans for people of all backgrounds and stages of life.

Our focus is on helping you achieve your specific goals using the full range of investment products, financial strategies and insurance policies that are relevant to your needs. These include:
“Our focus is on helping you achieve your specific goals…”
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Get help from LDB's financial experts

Start building your wealth today.

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HOW CAN WE HELP?

Take the first step with your wealth creation

As a proudly self-licenced firm based in Blackburn, our advice is entirely focused on helping you meet your goals, so join us for a chat about how our personal financial advice can support your wealth creation needs.

Call us on (03) 9875 2900 or fill in the contact form below, and take that crucial first step towards receiving the personal financial advice that will underpin your future wealth.

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Ongoing review

Life is a journey. Circumstances change. What was an appropriate investment or insurance policy a few years ago may no longer be the best option.

Key goals may have been achieved or new desires may need to be incorporated into your plan. In short, the need for personal financial advice is an ongoing one.

TESTIMONIALS

Hear what they’re saying about our services

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Get help from LDB’s financial experts

Drop us a line today and have a chat about how LDB can help you:

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Our team is taking a short break, with the office closed from 4pm Thursday 19th December 2024, reopening on Monday 6th January 2025. The Property department will be available for urgent matters and will operate in a limited capacity between 2nd and 5th January.