Lex Goldsmith

We understand that your goals and aspirations are likely to be quite different to anyone else’s. So we don’t just offer you the same solutions as anyone else.

We are one of the few financial services businesses who are genuine about offering a tailored plan to meet your specific needs, maximising the chance of meeting your objectives – and securing the life you want.

With over 120 years of combined professional industry experience, our role is to work with you as you meet life’s transitions and challenges. We have proudly maintained our own licence since 1997, which means that we have the autonomy to select appropriate providers, services and investment professionals to implement your plan.

Our unique servicing pod structure means you will be serviced by three dedicated service professionals, including your Advisor, a Planning Analyst and a dedicated Client Service Officer. This gives you access to staff and ongoing support, via phone, email or face to face.

Our range of service offerings mean that you will be able to select the services and meeting schedule that is suitable for you and our modern workflow and database systems ensure efficient handling of your planning matters and security of your private information.