Financial Planning

At Lusi & Company we believe that effective financial planning is essential for achieving your personal and business goals for which we have an association with Lotus Wealth Management. They are experienced financial planners dedicated in providing comprehensive and personalised financial strategies that empower you to make informed decisions about your financial future. The earlier you start planning, the better prepared you’ll be to achieve your financial objectives.

Comprehensive Financial Planning

• Goal Setting: Lotus Wealth Management work with you to define your financial goals, whether it’s saving for retirement, purchasing a home, or funding education we will help establish with you a long-term strategy.
• Cash Flow Management: Analyse your income and expenses to create a sustainable budget that aligns with your goals.

Investment Planning

• Portfolio Development: Customised investment strategies designed to align with your risk tolerance and financial objectives.
• Ongoing Portfolio Management: Regular reviews and adjustments to your investment portfolio to ensure it remains aligned with market conditions and your evolving goals.

Retirement Planning

• Retirement Income Strategies: Detailed planning to maximise your income in retirement, considering superannuation, pensions, and investment withdrawals.
• Social Security Optimisation: Guidance on the best strategies to access and maximise government benefits.

Estate Planning

• Will and Trust Services: Assistance in developing a comprehensive estate plan that reflects your wishes and minimises tax liabilities for your heirs.
• Beneficiary Designation Review: Regular reviews to ensure your beneficiary designations are current and aligned with your estate planning goals.

• Expert Guidance: Our team consists of certified financial planners with extensive knowledge and experience in personal and business financial strategies.
• Tailored Solutions: We understand that every financial situation is unique, and we provide personalised plans that cater to your specific needs.
• Holistic Approach: Our comprehensive services cover all aspects of financial planning, ensuring all elements work together harmoniously.
• Commitment to Your Success: We are dedicated to helping you achieve financial peace of mind and long-term success through sound planning and advice. 

Take Control of Your Financial Future

Don’t leave your financial future to chance. Contact Lotus Wealth today to learn how their financial planning services can help you create a clear roadmap to achieve your goals.