Financial PlanningCreate a plan that helps you grow

To achieve your financial goals, quality advice and strategic planning are vital.

Whatever your stage in life, it’s never too early – or too late – to create a plan that helps you grow, manage and protect your wealth.

Every person has unique needs, that’s why our expert team take the time to get to know where you are, and where you want to be. Then, drawing on our experience and strong relationships within the financial planning industry, we will offer tailored advice and a range of flexible solutions. Our aim is to help you grow and protect your wealth and achieve your financial goals.

If you need to make a claim, we will be there to support you when you need us the most. From the moment you first call, we will guide you through the claims process. We will always go the extra mile to make this difficult time in your life as easy as possible.

Talk to us today about:

Self-managed Super Funds

Lending Association can guide you through the complexities of setting up a self-managed super fund, or help your existing fund work harder. Ask how our expert team can help you utilise your retirement savings or directly purchase property.

Risk, Life & Trauma Protection

Lending Association believe that wealth protection is just as important as wealth creation. Let us tailor a cost-effective insurance solution that will protect you in the event of the unforeseen. We can also tailor solutions to ensure that your business is protected.

Superannuation &
Retirement Planning

We all dream about being happy and comfortable in retirement. Lending Association can help make your dreams a reality with effective superannuation and retirement planning.

Wealth Accumulation & Planning

Lending Association can help you achieve your financial objectives, and develop strategies that will accumulate wealth. Contact our team today to find out how.

Investment Planning

Lending Association’s highly-awarded team can help you achieve your financial goals sooner. From basic to complex investment planning, our expert advice will help propel you to the next level.

Ongoing Tax Management

Lending Association work closely with accountants to develop tax minimisation strategies. Call today to find out how our team can assist you with ongoing tax management.

Cashflow Management

Lending Association’s comprehensive services include assistance with budgeting, along with income and expenditure management.

Debt Management

Let us take the stress out of debt. We can help you reduce debt and better manage debt obligations, so you can get on with business.

Book a Consultation

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LA Financial Services Pty Ltd
Authorised Representatives of Apogee Financial Planning Pty Ltd T/as
LA Financial Services Pty Ltd
Australian Financial Services Licensee
Registered Office at 105-153 Miller Street
North Sydney NSW 2060

LA Financial Services Pty Ltd – Authorised Rep # 1236166