I am a highly detailed and qualified senior adviser assisting clients with a wide range of holistic financial services advice. I add value by helping young families to protect their assets and income, helping business owners protect their businesses from risks that they and their business partners or key employees may have. I enjoy assisting clients in building wealth, as well as specialise in pre and post-retirement planning in order assist retirees to maximise their incomes in and for retirement.
We charge a fixed fee upfront and ongoing fee depending on the level of service and level of advice required.
Andrew always has our best interest at the forefront of any suggestions he has for us to better improve our financial situation. We have full faith in him and his extensive knowledge. Andrew also has a very friendly personality that shows he is invested in us for the long term.
Andrew was able to explain things to me in a clear way. Through Andrew's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Andrew's full care and attention when I needed it.'
I was a client of Andrew's in South Africa for 9 years, and proudly now a client of his in Australia as he continues his career here. He understands me well as a client, relates well, and ensures my insurance is suitable to where I am in my life as a mother. I am confident in his advice now and in the future.
We were clients of Andrew's in South Africa for 9 years and are now clients of his in Australia. He is always very quick to reply and assist. He is great at understanding our needs and where we are in life, and adjusting our insurance needs accordingly. He is always available and happy to assist and advise when necessary.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2018
- Years of experience 5
- Postgraduate Diploma of Financial Planning
L G Wealth Pty LtdUnit 6, 100 Flinders Parade
North Lakes, QLD 4509
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Crown Wealth Group